HT
HDB icon

Heritage Trust’s HDFC Bank HDB Stock Holding History

Heritage Trust’s Portfolio HDB Stock Details HDB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,400
Closed -$62K – 280
2018
Q4 		$62K Hold
2,400
– – 0.03% 197
2018
Q3 		$56K Hold
2,400
– – 0.02% 203
2018
Q2 		$63K Hold
2,400
– – 0.02% 190
2018
Q1 		$59K Buy
+2,400
New +$60.5K 0.02% 188

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Heritage Trust's HDB Position: Q1 2019 in Review

Heritage Trust sold out of HDFC Bank (HDB) in Q1 2019, closing a stake of 2,400 shares — an estimated $62K sold.

Heritage Trust first reported a position in HDB in Q1 2018 and held it in 4 quarters. The position peaked at $63K in Q2 2018. 406 funds tracked by Wall St. Rank hold HDB as of Q1 2019.

  • Heritage Trust reported no remaining HDFC Bank position as of Q1 2019 after selling out during the quarter.
  • Heritage Trust sold 2,400 HDFC Bank shares in Q1 2019, an estimated $62K.
  • Heritage Trust first reported a position in HDFC Bank in Q1 2018 and held it in 4 quarters.
  • Heritage Trust's HDFC Bank position peaked at $63K in Q2 2018.
  • 406 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2019.

Based on Heritage Trust's 13F filing for Q1 2019, filed 15 May 2019.