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Koss-Olinger Consulting’s HSBC HSBC Stock Holding History

Koss-Olinger Consulting’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
2024
Q1 		– Sell
-13,370
Closed -$542K – 152
2023
Q4 		$542K Sell
13,370
-26,289
-66% -$1.02M 0.05% 140
2023
Q3 		$1.56M Sell
39,659
-9,389
-19% -$370K 0.23% 58
2023
Q2 		$1.94M Buy
49,048
+1,421
+3% +$53K 0.23% 48
2023
Q1 		$1.63M Buy
47,627
+1,697
+4% +$60.9K 0.2% 55
2022
Q4 		$1.43M Buy
45,930
+34,276
+294% +$973K 0.21% 56
2022
Q3 		$304K Buy
+11,654
New +$362K 0.05% 153

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Koss-Olinger Consulting's HSBC Position: Q1 2024 in Review

Koss-Olinger Consulting sold out of HSBC (HSBC) in Q1 2024, closing a stake of 13,370 shares — an estimated $542K sold.

Koss-Olinger Consulting first reported a position in HSBC in Q3 2022 and held it in 6 quarters. The position peaked at $1.94M in Q2 2023. 410 funds tracked by Wall St. Rank hold HSBC as of Q1 2024.

  • Koss-Olinger Consulting reported no remaining HSBC position as of Q1 2024 after selling out during the quarter.
  • Koss-Olinger Consulting sold 13,370 HSBC shares in Q1 2024, an estimated $542K.
  • Koss-Olinger Consulting first reported a position in HSBC in Q3 2022 and held it in 6 quarters.
  • Koss-Olinger Consulting's HSBC position peaked at $1.94M in Q2 2023.
  • 410 funds tracked by Wall St. Rank held HSBC as of Q1 2024.

Based on Koss-Olinger Consulting's 13F filing for Q1 2024, filed 18 Apr 2024.