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Kiwi Wealth Investments Limited Partnership’s HDFC Bank HDB Stock Holding History

Kiwi Wealth Investments Limited Partnership’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
2023
Q3 		– Sell
-94,604
Closed -$3.3M – 107
2023
Q2 		$3.3M Hold
94,604
– – 0.2% 98
2023
Q1 		$3.15M Sell
94,604
-2,180
-2% -$72.9K 0.2% 107
2022
Q4 		$3.31M Buy
+96,784
New +$3.14M 0.22% 105

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Kiwi Wealth Investments Limited Partnership's HDB Position: Q3 2023 in Review

Kiwi Wealth Investments Limited Partnership sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 94,604 shares — an estimated $3.3M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in HDB in Q4 2022 and held it in 3 quarters. The position peaked at $3.31M in Q4 2022. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • Kiwi Wealth Investments Limited Partnership reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 94,604 HDFC Bank shares in Q3 2023, an estimated $3.3M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in HDFC Bank in Q4 2022 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's HDFC Bank position peaked at $3.31M in Q4 2022.
  • 529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q3 2023, filed 14 Nov 2023.