JCM
HDB icon

Jacobi Capital Management’s HDFC Bank HDB Stock Holding History

Jacobi Capital 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
2021
Q3 		– Sell
-22
Closed -$1K – 1467
2021
Q2 		$1K Hold
22
– – ﹤0.01% 1335
2021
Q1 		$1K Sell
22
-32
-59% -$1.25K ﹤0.01% 1307
2020
Q4 		$2K Buy
54
+22
+69% +$702 ﹤0.01% 1158
2020
Q3 		$1K Hold
32
– – ﹤0.01% 1181
2020
Q2 		$1K Hold
32
– – ﹤0.01% 1145
2020
Q1 		$1K Buy
+32
New +$861 ﹤0.01% 1046

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WCM Investment Management
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Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Jacobi Capital Management's HDB Position: Q3 2021 in Review

Jacobi Capital Management sold out of HDFC Bank (HDB) in Q3 2021, closing a stake of 22 shares — an estimated $1K sold.

Jacobi Capital Management first reported a position in HDB in Q1 2020 and held it in 6 quarters. The position peaked at $2K in Q4 2020. 514 funds tracked by Wall St. Rank hold HDB as of Q3 2021.

  • Jacobi Capital Management reported no remaining HDFC Bank position as of Q3 2021 after selling out during the quarter.
  • Jacobi Capital Management sold 22 HDFC Bank shares in Q3 2021, an estimated $1K.
  • Jacobi Capital Management first reported a position in HDFC Bank in Q1 2020 and held it in 6 quarters.
  • Jacobi Capital Management's HDFC Bank position peaked at $2K in Q4 2020.
  • 514 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2021.

Based on Jacobi Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.