Howe & Rusling’s HDFC Bank HDB Stock Holding History

Howe & Rusling’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 Q3	–	Sell	-192	Closed	-$5K	–	1115
2022 Q2	$5K	Sell	192 -122	-39%	-$3.44K	﹤0.01%	647
2022 Q1	$10K	Hold	314	–	–	﹤0.01%	527
2021 Q4	$10K	Hold	314	–	–	﹤0.01%	537
2021 Q3	$11K	Hold	314	–	–	﹤0.01%	496
2021 Q2	$11K	Sell	314 -42	-12%	-$1.54K	﹤0.01%	478
2021 Q1	$14K	Sell	356 -116	-25%	-$4.55K	﹤0.01%	449
2020 Q4	$17K	Hold	472	–	–	﹤0.01%	415
2020 Q3	$12K	Buy	472 +184	+64%	+$4.46K	﹤0.01%	411
2020 Q2	$7K	Hold	288	–	–	﹤0.01%	483
2020 Q1	$6K	Sell	288 -16	-5%	-$431	﹤0.01%	485
2019 Q4	$10K	Hold	304	–	–	﹤0.01%	470
2019 Q3	$9K	Buy	+304	New	+$8.65K	﹤0.01%	479

Other funds holding HDB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Howe & Rusling's HDB Position: Q3 2022 in Review

Howe & Rusling sold out of HDFC Bank (HDB) in Q3 2022, closing a stake of 192 shares — an estimated $5K sold.

Howe & Rusling first reported a position in HDB in Q3 2019 and held it in 12 quarters. The position peaked at $17K in Q4 2020. 480 funds tracked by Wall St. Rank hold HDB as of Q3 2022.

Howe & Rusling reported no remaining HDFC Bank position as of Q3 2022 after selling out during the quarter.
Howe & Rusling sold 192 HDFC Bank shares in Q3 2022, an estimated $5K.
Howe & Rusling first reported a position in HDFC Bank in Q3 2019 and held it in 12 quarters.
Howe & Rusling's HDFC Bank position peaked at $17K in Q4 2020.
480 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2022.

Based on Howe & Rusling's 13F filing for Q3 2022, filed 14 Nov 2022.