Lenox Wealth Advisors’s HDFC Bank HDB Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$33K	Sell	1,048 -84	-7%	-$2.73K	﹤0.01%	298
2021 Q4	$37K	Hold	1,132	–	–	﹤0.01%	298
2021 Q3	$41K	Hold	1,132	–	–	0.01%	257
2021 Q2	$41K	Hold	1,132	–	–	0.01%	253
2021 Q1	$44K	Hold	1,132	–	–	0.01%	206
2020 Q4	$41K	Hold	1,132	–	–	0.01%	208
2020 Q3	$28K	Hold	1,132	–	–	﹤0.01%	238
2020 Q2	$26K	Sell	1,132 -210	-16%	-$4.31K	﹤0.01%	251
2020 Q1	$26K	Buy	1,342 +210	+19%	+$5.65K	﹤0.01%	219
2019 Q4	$36K	Hold	1,132	–	–	0.01%	225
2019 Q3	$32K	Hold	1,132	–	–	0.01%	211
2019 Q2	$37K	Sell	1,132 -204	-15%	-$6.15K	0.01%	163
2019 Q1	$39K	Buy	1,336 +204	+18%	+$5.29K	0.01%	146
2018 Q4	$29K	Hold	1,132	–	–	0.01%	165
2018 Q3	$27K	Sell	1,132 -384	-25%	-$9.79K	0.01%	182
2018 Q2	$40K	Sell	1,516 -464	-23%	-$11.6K	0.01%	161
2018 Q1	$49K	Buy	1,980 +1,872	+1,733%	+$47.2K	0.01%	167
2017 Q4	$3K	Sell	108 -52	-33%	-$1.25K	﹤0.01%	284
2017 Q3	$4K	Buy	+160	New	+$3.8K	﹤0.01%	87
2015 Q4	–	Sell	-324	Closed	-$5K	–	530
2015 Q3	$5K	Hold	324	–	–	﹤0.01%	256
2015 Q2	$5K	Hold	324	–	–	﹤0.01%	209
2015 Q1	$5K	Hold	324	–	–	﹤0.01%	236
2014 Q4	$4K	Hold	324	–	–	﹤0.01%	265
2014 Q3	$4K	Buy	+324	New	+$3.93K	﹤0.01%	247

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Lenox Wealth Advisors's HDB Position: Q1 2022 in Review

Lenox Wealth Advisors reduced its HDFC Bank (HDB) stake by 7.4% in Q1 2022, selling an estimated $2.73K and leaving 1,048 shares worth $33K. The position accounts for ﹤0.01% of the portfolio, ranked #298.

Lenox Wealth Advisors first reported a position in HDB in Q3 2014 and has held it in 24 quarters since. The position peaked at $49K in Q1 2018. 519 funds tracked by Wall St. Rank hold HDB as of Q1 2022.

Lenox Wealth Advisors held 1,048 shares of HDFC Bank worth $33K as of Q1 2022.
Lenox Wealth Advisors sold 84 HDFC Bank shares in Q1 2022, an estimated $2.73K.
HDFC Bank made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #298 holding.
Lenox Wealth Advisors first reported a position in HDFC Bank in Q3 2014 and has held it in 24 quarters since.
Lenox Wealth Advisors's HDFC Bank position peaked at $49K in Q1 2018.
519 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.