JWM
HDB icon

Jeppson Wealth Management’s HDFC Bank HDB Stock Holding History

Jeppson Wealth 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
2020
Q4 		– Sell
-1,250
Closed -$31K – 254
2020
Q3 		$31K Buy
+1,250
New +$30.3K 0.02% 281

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $29.1B AUM 22.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Jeppson Wealth Management's HDB Position: Q4 2020 in Review

Jeppson Wealth Management sold out of HDFC Bank (HDB) in Q4 2020, closing a stake of 1,250 shares — an estimated $31K sold.

Jeppson Wealth Management first reported a position in HDB in Q3 2020 and held it in 1 quarter. The position peaked at $31K in Q3 2020. 489 funds tracked by Wall St. Rank hold HDB as of Q4 2020.

  • Jeppson Wealth Management reported no remaining HDFC Bank position as of Q4 2020 after selling out during the quarter.
  • Jeppson Wealth Management sold 1,250 HDFC Bank shares in Q4 2020, an estimated $31K.
  • Jeppson Wealth Management first reported a position in HDFC Bank in Q3 2020 and held it in 1 quarter.
  • Jeppson Wealth Management's HDFC Bank position peaked at $31K in Q3 2020.
  • 489 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2020.

Based on Jeppson Wealth Management's 13F filing for Q4 2020, filed 5 Mar 2021.