Institutional & Family Asset Management’s HDFC Bank HDB Stock Holding History

Institutional & Family Asset Management’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	$4.95K	Hold	154	–	–	﹤0.01%	498
2024 Q1	$4.31K	Buy	154 +26	+20%	+$737	﹤0.01%	515
2023 Q4	$4.29K	Buy	128 +16	+14%	+$483	﹤0.01%	499
2023 Q3	$3.31K	Hold	112	–	–	﹤0.01%	518
2023 Q2	$3.9K	Sell	112 -6	-5%	-$202	﹤0.01%	512
2023 Q1	$3.93K	Hold	118	–	–	﹤0.01%	506
2022 Q4	$4.04K	Buy	118 +26	+28%	+$844	﹤0.01%	495
2022 Q3	$3K	Hold	92	–	–	﹤0.01%	548
2022 Q2	$3K	Sell	92 -56	-38%	-$1.58K	﹤0.01%	552
2022 Q1	$5K	Buy	148 +60	+68%	+$1.95K	﹤0.01%	542
2021 Q4	$3K	Sell	88 -22	-20%	-$770	﹤0.01%	624
2021 Q3	$4K	Buy	110 +22	+25%	+$816	﹤0.01%	701
2021 Q2	$3K	Hold	88	–	–	﹤0.01%	776
2021 Q1	$3K	Sell	88 -14	-14%	-$549	﹤0.01%	751
2020 Q4	$4K	Hold	102	–	–	﹤0.01%	671
2020 Q3	$3K	Buy	102 +40	+65%	+$971	﹤0.01%	646
2020 Q2	$1K	Buy	+62	New	+$1.27K	﹤0.01%	779

Other funds holding HDB

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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 Singapore $30.5B AUM 13.98% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Institutional & Family Asset Management's HDB Position: Q2 2024 in Review

Institutional & Family Asset Management held its HDFC Bank (HDB) position steady in Q2 2024 at 154 shares worth $4.95K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Institutional & Family Asset Management first reported a position in HDB in Q2 2020 and has held it in 17 quarters since. The position peaked at $5K in Q1 2022. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

Institutional & Family Asset Management held 154 shares of HDFC Bank worth $4.95K as of Q2 2024.
Institutional & Family Asset Management left its HDFC Bank share count unchanged in Q2 2024.
HDFC Bank made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #498 holding.
Institutional & Family Asset Management first reported a position in HDFC Bank in Q2 2020 and has held it in 17 quarters since.
Institutional & Family Asset Management's HDFC Bank position peaked at $5K in Q1 2022.
570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.