LF
HDB icon

Lee Financial’s HDFC Bank HDB Stock Holding History

Lee Financial’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
Q1 		– Sell
-336
Closed -$11K – 491
2019
Q4 		$11K Hold
336
– – ﹤0.01% 335
2019
Q3 		$10K Hold
336
– – ﹤0.01% 339
2019
Q2 		$11K Hold
336
– – ﹤0.01% 338
2019
Q1 		$10K Buy
+336
New +$8.71K ﹤0.01% 337
2018
Q3 		– Sell
-392
Closed -$10K – 562
2018
Q2 		$10K Buy
392
+264
+206% +$6.59K ﹤0.01% 478
2018
Q1 		$3K Buy
+128
New +$3.23K ﹤0.01% 668

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
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Lee Financial's HDB Position: Q1 2020 in Review

Lee Financial sold out of HDFC Bank (HDB) in Q1 2020, closing a stake of 336 shares — an estimated $11K sold.

Lee Financial first reported a position in HDB in Q1 2018 and held it in 6 quarters. The position peaked at $11K in Q4 2019. 440 funds tracked by Wall St. Rank hold HDB as of Q1 2020.

  • Lee Financial reported no remaining HDFC Bank position as of Q1 2020 after selling out during the quarter.
  • Lee Financial sold 336 HDFC Bank shares in Q1 2020, an estimated $11K.
  • Lee Financial first reported a position in HDFC Bank in Q1 2018 and held it in 6 quarters.
  • Lee Financial's HDFC Bank position peaked at $11K in Q4 2019.
  • 440 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2020.

Based on Lee Financial's 13F filing for Q1 2020, filed 7 May 2020.