Louisbourg Investments’s HSBC HSBC Stock Holding History

Louisbourg Investments’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 Q2	–	Sell	-17,430	Closed	-$686K	–	171
2024 Q1	$686K	Hold	17,430	–	–	0.19%	83
2023 Q4	$707K	Buy	+17,430	New	+$675K	0.21%	85

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Louisbourg Investments's HSBC Position: Q2 2024 in Review

Louisbourg Investments sold out of HSBC (HSBC) in Q2 2024, closing a stake of 17,430 shares — an estimated $686K sold.

Louisbourg Investments first reported a position in HSBC in Q4 2023 and held it in 2 quarters. The position peaked at $707K in Q4 2023. 418 funds tracked by Wall St. Rank hold HSBC as of Q2 2024.

Louisbourg Investments reported no remaining HSBC position as of Q2 2024 after selling out during the quarter.
Louisbourg Investments sold 17,430 HSBC shares in Q2 2024, an estimated $686K.
Louisbourg Investments first reported a position in HSBC in Q4 2023 and held it in 2 quarters.
Louisbourg Investments's HSBC position peaked at $707K in Q4 2023.
418 funds tracked by Wall St. Rank held HSBC as of Q2 2024.

Based on Louisbourg Investments's 13F filing for Q2 2024, filed 29 Jan 2025.