HSBC Holdings
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HSBC Holdings’s Custom Truck One Source CTOS Stock Holding History

HSBC Holdings’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-15,701
Closed -$64K – 3054
2020
Q3 		$64K Sell
15,701
-6
-0% -$23 ﹤0.01% 2662
2020
Q2 		$63K Buy
15,707
+6
+0% +$17 ﹤0.01% 2566
2020
Q1 		$51K Hold
15,701
– – ﹤0.01% 2556
2019
Q4 		$66K Sell
15,701
-15,701
-50% -$68.7K ﹤0.01% 2959
2019
Q3 		$188K Buy
+31,402
New +$245K ﹤0.01% 2883

Other funds holding CTOS

EC
ECP ControlCo Summit, New Jersey $6.34B AUM 19.72% 1-Year Est. Return
PF
Phoenix Financial Givatayim, Israel $10.5B AUM 49.21% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CRC
Catawba River Capital Lake Wylie, South Carolina $208M AUM 27.6% 1-Year Est. Return
PCM
Portolan Capital Management Boston, Massachusetts $1.88B AUM 115.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return

HSBC Holdings's CTOS Position: Q4 2020 in Review

HSBC Holdings sold out of Custom Truck One Source (CTOS) in Q4 2020, closing a stake of 15,701 shares — an estimated $64K sold.

HSBC Holdings first reported a position in CTOS in Q3 2019 and held it in 5 quarters. The position peaked at $188K in Q3 2019. 67 funds tracked by Wall St. Rank hold CTOS as of Q4 2020.

  • HSBC Holdings reported no remaining Custom Truck One Source position as of Q4 2020 after selling out during the quarter.
  • HSBC Holdings sold 15,701 Custom Truck One Source shares in Q4 2020, an estimated $64K.
  • HSBC Holdings first reported a position in Custom Truck One Source in Q3 2019 and held it in 5 quarters.
  • HSBC Holdings's Custom Truck One Source position peaked at $188K in Q3 2019.
  • 67 funds tracked by Wall St. Rank held Custom Truck One Source as of Q4 2020.

Based on HSBC Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.