Jag Capital Management’s HSBC HSBC Stock Holding History

Jag Capital Management’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
2023 Q4	–	Sell	-10,239	Closed	-$404K	–	163
2023 Q3	$404K	Hold	10,239	–	–	0.05%	128
2023 Q2	$406K	Sell	10,239 -254	-2%	-$9.48K	0.05%	131
2023 Q1	$358K	Buy	+10,493	New	+$377K	0.05%	137

Other funds holding HSBC

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jag Capital Management's HSBC Position: Q4 2023 in Review

Jag Capital Management sold out of HSBC (HSBC) in Q4 2023, closing a stake of 10,239 shares — an estimated $404K sold.

Jag Capital Management first reported a position in HSBC in Q1 2023 and held it in 3 quarters. The position peaked at $406K in Q2 2023. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

Jag Capital Management reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
Jag Capital Management sold 10,239 HSBC shares in Q4 2023, an estimated $404K.
Jag Capital Management first reported a position in HSBC in Q1 2023 and held it in 3 quarters.
Jag Capital Management's HSBC position peaked at $406K in Q2 2023.
411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Jag Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.