HA
HDB icon

Herold Advisors’s HDFC Bank HDB Stock Holding History

Herold Advisors’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
2022
Q2 		– Sell
-2,100
Closed -$64.4K – 382
2022
Q1 		$64.4K Buy
+2,100
New +$68.2K 0.02% 340
2021
Q4 		– Sell
-2,100
Closed -$76K – 370
2021
Q3 		$76K Buy
+2,100
New +$77.9K 0.03% 315

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Herold Advisors's HDB Position: Q2 2022 in Review

Herold Advisors sold out of HDFC Bank (HDB) in Q2 2022, closing a stake of 2,100 shares — an estimated $64.4K sold.

Herold Advisors first reported a position in HDB in Q3 2021 and held it in 2 quarters. The position peaked at $76K in Q3 2021. 476 funds tracked by Wall St. Rank hold HDB as of Q2 2022.

  • Herold Advisors reported no remaining HDFC Bank position as of Q2 2022 after selling out during the quarter.
  • Herold Advisors sold 2,100 HDFC Bank shares in Q2 2022, an estimated $64.4K.
  • Herold Advisors first reported a position in HDFC Bank in Q3 2021 and held it in 2 quarters.
  • Herold Advisors's HDFC Bank position peaked at $76K in Q3 2021.
  • 476 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2022.

Based on Herold Advisors's 13F filing for Q2 2022, filed 15 Jul 2022.