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Houlihan Financial Resource Group’s HDFC Bank HDB Stock Holding History

Houlihan Financial Resource Group’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
-29,388
Closed -$991K – 126
2023
Q2 		$991K Buy
+29,388
New +$991K 0.03% 87
2020
Q3 		$14K Buy
+428
New +$10.4K 0.01% 260

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Houlihan Financial Resource Group's HDB Position: Q3 2023 in Review

Houlihan Financial Resource Group sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 29,388 shares — an estimated $991K sold.

Houlihan Financial Resource Group first reported a position in HDB in Q3 2020 and held it in 2 quarters. The position peaked at $991K in Q2 2023. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • Houlihan Financial Resource Group reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
  • Houlihan Financial Resource Group sold 29,388 HDFC Bank shares in Q3 2023, an estimated $991K.
  • Houlihan Financial Resource Group first reported a position in HDFC Bank in Q3 2020 and held it in 2 quarters.
  • Houlihan Financial Resource Group's HDFC Bank position peaked at $991K in Q2 2023.
  • 529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2023, filed 9 Nov 2023.