Liontrust Investment Partners’s HDFC Bank HDB Stock Holding History

Liontrust Investment Partners’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
2023 Q3	–	Sell	-58,180	Closed	-$2.03M	–	206
2023 Q2	$2.03M	Hold	58,180	–	–	0.03%	180
2023 Q1	$1.94M	Buy	58,180 +7,200	+14%	+$241K	0.03%	167
2022 Q4	$1.74M	Hold	50,980	–	–	0.03%	144
2022 Q3	$1.49M	Hold	50,980	–	–	0.02%	202
2022 Q2	$1.4M	Hold	50,980	–	–	0.02%	207
2022 Q1	$1.56M	Hold	50,980	–	–	0.02%	166
2021 Q4	$1.66M	Buy	50,980 +9,000	+21%	+$315K	0.02%	177
2021 Q3	$1.53M	Buy	+41,980	New	+$1.56M	0.02%	171
2020 Q4	$2.67M	Buy	+73,780	New	+$2.35M	0.05%	134

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

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

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

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

Liontrust Investment Partners's HDB Position: Q3 2023 in Review

Liontrust Investment Partners sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 58,180 shares — an estimated $2.03M sold.

Liontrust Investment Partners first reported a position in HDB in Q4 2020 and held it in 9 quarters. The position peaked at $2.67M in Q4 2020. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

Liontrust Investment Partners reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
Liontrust Investment Partners sold 58,180 HDFC Bank shares in Q3 2023, an estimated $2.03M.
Liontrust Investment Partners first reported a position in HDFC Bank in Q4 2020 and held it in 9 quarters.
Liontrust Investment Partners's HDFC Bank position peaked at $2.67M in Q4 2020.
529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Liontrust Investment Partners's 13F filing for Q3 2023, filed 9 Nov 2023.