HSBC Holdings
HSBC icon

HSBC Holdings’s HSBC HSBC Stock Holding History

HSBC Holdings’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-6,991
Closed -$304K – 3055
2024
Q2 		$304K Buy
+6,991
New +$301K ﹤0.01% 2266
2019
Q1 		– Sell
-9,959
Closed -$395K – 2791
2018
Q4 		$395K Buy
9,959
+62
+0.6% +$2.48K ﹤0.01% 2197
2018
Q3 		$415K Sell
9,897
-30
-0.3% -$1.3K ﹤0.01% 2102
2018
Q2 		$441K Buy
9,927
+62
+0.6% +$2.84K ﹤0.01% 2117
2018
Q1 		$439K Sell
9,865
-206
-2% -$9.8K ﹤0.01% 2010
2017
Q4 		$475K Buy
10,071
+158
+2% +$7.14K ﹤0.01% 1519
2017
Q3 		$448K Buy
9,913
+282
+3% +$12.5K ﹤0.01% 1763
2017
Q2 		$408K Sell
9,631
-111
-1% -$4.31K ﹤0.01% 1753
2017
Q1 		$359K Sell
9,742
-3,068
-24% -$115K ﹤0.01% 1722
2016
Q4 		$465K Buy
+12,810
New +$454K ﹤0.01% 1898
2016
Q2 		– Sell
-11,361
Closed -$315K – 2094
2016
Q1 		$315K Buy
11,361
+3,367
+42% +$99.6K ﹤0.01% 1723
2015
Q4 		$281K Sell
7,994
-11,068
-58% -$391K ﹤0.01% 1912
2015
Q3 		$644K Buy
19,062
+630
+3% +$23.5K ﹤0.01% 1330
2015
Q2 		$739K Buy
18,432
+10,895
+145% +$454K ﹤0.01% 1317
2015
Q1 		$283K Sell
7,537
-1,685
-18% -$65.7K ﹤0.01% 1765
2014
Q4 		$375K Buy
9,222
+1,480
+19% +$63.1K ﹤0.01% 1545
2014
Q3 		$340K Sell
7,742
-4
-0.1% -$182 ﹤0.01% 1559
2014
Q2 		$338K Sell
7,746
-453
-6% -$20.2K ﹤0.01% 1579
2014
Q1 		$359K Sell
8,199
-416
-5% -$18.9K ﹤0.01% 1483
2013
Q4 		$409K Buy
8,615
+477
+6% +$22.6K ﹤0.01% 1476
2013
Q3 		$381K Sell
8,138
-20
-0.2% -$949 ﹤0.01% 1452
2013
Q2 		$365K Buy
+8,158
New +$382K ﹤0.01% 1272

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

HSBC Holdings's HSBC Position: Q3 2024 in Review

HSBC Holdings sold out of HSBC (HSBC) in Q3 2024, closing a stake of 6,991 shares — an estimated $304K sold.

HSBC Holdings first reported a position in HSBC in Q2 2013 and held it in 22 quarters. The position peaked at $739K in Q2 2015. 424 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

  • HSBC Holdings reported no remaining HSBC position as of Q3 2024 after selling out during the quarter.
  • HSBC Holdings sold 6,991 HSBC shares in Q3 2024, an estimated $304K.
  • HSBC Holdings first reported a position in HSBC in Q2 2013 and held it in 22 quarters.
  • HSBC Holdings's HSBC position peaked at $739K in Q2 2015.
  • 424 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on HSBC Holdings's 13F filing for Q3 2024, filed 14 Nov 2024.