LSAG
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Lake Street Advisors Group’s HDFC Bank HDB Stock Holding History

Lake Street Advisors Group’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
2024
Q1 		– Sell
-6,046
Closed -$203K – 664
2023
Q4 		$203K Buy
+6,046
New +$182K 0.01% 543

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Lake Street Advisors Group's HDB Position: Q1 2024 in Review

Lake Street Advisors Group sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 6,046 shares — an estimated $203K sold.

Lake Street Advisors Group first reported a position in HDB in Q4 2023 and held it in 1 quarter. The position peaked at $203K in Q4 2023. 567 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Lake Street Advisors Group reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • Lake Street Advisors Group sold 6,046 HDFC Bank shares in Q1 2024, an estimated $203K.
  • Lake Street Advisors Group first reported a position in HDFC Bank in Q4 2023 and held it in 1 quarter.
  • Lake Street Advisors Group's HDFC Bank position peaked at $203K in Q4 2023.
  • 567 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Lake Street Advisors Group's 13F filing for Q1 2024, filed 13 May 2024.