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Householder Group Estate & Retirement Specialist’s HDFC Bank HDB Stock Holding History

Householder Group Estate & Retirement Specialist’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
2024
Q2 		– Sell
-72
Closed -$2.02K – 1257
2024
Q1 		$2.02K Hold
72
– – ﹤0.01% 1051
2023
Q4 		$2K Hold
72
– – ﹤0.01% 992
2023
Q3 		$2.12K Buy
+72
New +$2.35K ﹤0.01% 1066
2023
Q1 		$2K Hold
72
– – ﹤0.01% 1078
2022
Q4 		$2K Buy
+72
New +$2.34K ﹤0.01% 311

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's HDB Position: Q2 2024 in Review

Householder Group Estate & Retirement Specialist sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 72 shares — an estimated $2.02K sold.

Householder Group Estate & Retirement Specialist first reported a position in HDB in Q4 2022 and held it in 5 quarters. The position peaked at $2.12K in Q3 2023. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 72 HDFC Bank shares in Q2 2024, an estimated $2.02K.
  • Householder Group Estate & Retirement Specialist first reported a position in HDFC Bank in Q4 2022 and held it in 5 quarters.
  • Householder Group Estate & Retirement Specialist's HDFC Bank position peaked at $2.12K in Q3 2023.
  • 570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q2 2024, filed 17 Jul 2024.