LWM
HDB icon

Liberty Wealth Management’s HDFC Bank HDB Stock Holding History

Liberty 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
2021
Q4 		– Sell
-318
Closed -$12K – 560
2021
Q3 		$12K Buy
318
+56
+21% +$2.08K ﹤0.01% 787
2021
Q2 		$10K Sell
262
-36
-12% -$1.32K ﹤0.01% 650
2021
Q1 		$11K Hold
298
– – 0.01% 572
2020
Q4 		$11K Hold
298
– – 0.01% 567
2020
Q3 		$7K Buy
298
+6
+2% +$146 ﹤0.01% 574
2020
Q2 		$7K Hold
292
– – ﹤0.01% 547
2020
Q1 		$6K Hold
292
– – 0.01% 542
2019
Q4 		$9K Buy
292
+56
+24% +$1.71K 0.01% 561
2019
Q3 		$7K Sell
236
-20
-8% -$569 0.01% 583
2019
Q2 		$8K Sell
256
-16
-6% -$482 0.01% 565
2019
Q1 		$7K Buy
272
+96
+55% +$2.49K 0.01% 490
2018
Q4 		$4K Buy
+176
New +$4.16K ﹤0.01% 585

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return