LGF
HSBC icon

LGT Group Foundation’s HSBC HSBC Stock Holding History

LGT Group Foundation’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
Q4 		– Sell
-26,815
Closed -$1.21M – 290
2024
Q3 		$1.21M Sell
26,815
-2,740
-9% -$119K 0.02% 203
2024
Q2 		$1.29M Sell
29,555
-1,250
-4% -$53.8K 0.02% 193
2024
Q1 		$1.21M Buy
30,805
+480
+2% +$18.7K 0.03% 186
2023
Q4 		$1.23M Hold
30,325
– – 0.03% 196
2023
Q3 		$1.18M Hold
30,325
– – 0.03% 203
2023
Q2 		$1.2M Sell
30,325
-1,190
-4% -$44.4K 0.03% 218
2023
Q1 		$1.08M Buy
31,515
+24,590
+355% +$882K 0.03% 220
2022
Q4 		$216K Buy
+6,925
New +$197K 0.01% 245
2022
Q3 		– Sell
-6,925
Closed -$226K – 258
2022
Q2 		$226K Hold
6,925
– – 0.01% 239
2022
Q1 		$240K Hold
6,925
– – 0.01% 259
2021
Q4 		$209K Buy
+6,925
New +$202K 0.01% 266

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

LGT Group Foundation's HSBC Position: Q4 2024 in Review

LGT Group Foundation sold out of HSBC (HSBC) in Q4 2024, closing a stake of 26,815 shares — an estimated $1.21M sold.

LGT Group Foundation first reported a position in HSBC in Q4 2021 and held it in 11 quarters. The position peaked at $1.29M in Q2 2024. 465 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

  • LGT Group Foundation reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
  • LGT Group Foundation sold 26,815 HSBC shares in Q4 2024, an estimated $1.21M.
  • LGT Group Foundation first reported a position in HSBC in Q4 2021 and held it in 11 quarters.
  • LGT Group Foundation's HSBC position peaked at $1.29M in Q2 2024.
  • 465 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on LGT Group Foundation's 13F filing for Q4 2024, filed 6 Feb 2025.