JPLA
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Joseph P. Lucia & Associates’s HDFC Bank HDB Stock Holding History

Joseph P. Lucia & Associates’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
Q2 		– Sell
-34
Closed -$1K – 590
2021
Q1 		$1K Buy
+34
New +$1.33K ﹤0.01% 539
2020
Q1 		– Sell
-200
Closed -$6K – 464
2019
Q4 		$6K Hold
200
– – 0.01% 346
2019
Q3 		$6K Hold
200
– – 0.01% 349
2019
Q2 		$7K Buy
+200
New +$6.03K 0.01% 338

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Joseph P. Lucia & Associates's HDB Position: Q2 2021 in Review

Joseph P. Lucia & Associates sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 34 shares — an estimated $1K sold.

Joseph P. Lucia & Associates first reported a position in HDB in Q2 2019 and held it in 4 quarters. The position peaked at $7K in Q2 2019. 524 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Joseph P. Lucia & Associates reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Joseph P. Lucia & Associates sold 34 HDFC Bank shares in Q2 2021, an estimated $1K.
  • Joseph P. Lucia & Associates first reported a position in HDFC Bank in Q2 2019 and held it in 4 quarters.
  • Joseph P. Lucia & Associates's HDFC Bank position peaked at $7K in Q2 2019.
  • 524 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2021, filed 27 Jul 2021.