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Horan Securities’s HDFC Bank HDB Stock Holding History

Horan Securities’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
2023
Q3 		– Sell
-2,470
Closed -$86.1K – 328
2023
Q2 		$86.1K Hold
2,470
– – 0.04% 185
2023
Q1 		$82.4K Hold
2,470
– – 0.04% 167
2022
Q4 		$84.5K Hold
2,470
– – 0.05% 154
2022
Q3 		$72K Buy
2,470
+20
+0.8% +$615 0.04% 151
2022
Q2 		$69K Hold
2,450
– – 0.04% 148
2022
Q1 		$75K Buy
+2,450
New +$79.6K 0.04% 143

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
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Horan Securities's HDB Position: Q3 2023 in Review

Horan Securities sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 2,470 shares — an estimated $86.1K sold.

Horan Securities first reported a position in HDB in Q1 2022 and held it in 6 quarters. The position peaked at $86.1K in Q2 2023. 531 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • Horan Securities reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
  • Horan Securities sold 2,470 HDFC Bank shares in Q3 2023, an estimated $86.1K.
  • Horan Securities first reported a position in HDFC Bank in Q1 2022 and held it in 6 quarters.
  • Horan Securities's HDFC Bank position peaked at $86.1K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Horan Securities's 13F filing for Q3 2023, filed 1 Nov 2023.