Lenox Wealth Management’s HDFC Bank HDB Stock Holding History

Lenox Wealth Management’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 Q2	$2.6M	Sell	114,180 -42,086	-27%	-$864K	0.79%	30
2020 Q1	$3M	Buy	156,266 +648	+0.4%	+$17.4K	1.03%	23
2019 Q4	$4.93M	Sell	155,618 -7,148	-4%	-$218K	1.38%	15
2019 Q3	$4.64M	Sell	162,766 -8,402	-5%	-$239K	1.35%	16
2019 Q2	$5.56M	Sell	171,168 -9,660	-5%	-$291K	1.66%	11
2019 Q1	$5.24M	Sell	180,828 -2,644	-1%	-$68.6K	1.63%	11
2018 Q4	$4.75M	Sell	183,472 -21,616	-11%	-$511K	1.6%	11
2018 Q3	$4.83M	Buy	205,088 +3,752	+2%	+$95.6K	1.43%	13
2018 Q2	$5.31M	Buy	201,336 +59,528	+42%	+$1.49M	1.71%	10
2018 Q1	$3.5M	Buy	141,808 +141,272	+26,357%	+$3.56M	1.13%	17
2017 Q4	$3K	Buy	+536	New	+$12.8K	﹤0.01%	447

Other funds holding HDB

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

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

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

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

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

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

CLC

Charles-Lim Capital Central, Hong Kong $301M AUM 12.73% 1-Year Est. Return

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

Lenox Wealth Management's HDB Position: Q2 2020 in Review

Lenox Wealth Management reduced its HDFC Bank (HDB) stake by 27% in Q2 2020, selling an estimated $864K and leaving 114,180 shares worth $2.6M. The position accounts for 0.79% of the portfolio, ranked #30.

Lenox Wealth Management first reported a position in HDB in Q4 2017 and has held it in 11 quarters since. The position peaked at $5.56M in Q2 2019. 432 funds tracked by Wall St. Rank hold HDB as of Q2 2020.

Lenox Wealth Management held 114,180 shares of HDFC Bank worth $2.6M as of Q2 2020.
Lenox Wealth Management sold 42,086 HDFC Bank shares in Q2 2020, an estimated $864K.
HDFC Bank made up 0.79% of Lenox Wealth Management's portfolio in Q2 2020, its #30 holding.
Lenox Wealth Management first reported a position in HDFC Bank in Q4 2017 and has held it in 11 quarters since.
Lenox Wealth Management's HDFC Bank position peaked at $5.56M in Q2 2019.
432 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.