Lumature Wealth Partners’s HDFC Bank HDB Stock Holding History

Lumature Wealth 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 Q2	$12.5K	Hold	360	–	–	0.01%	300
2023 Q1	$12K	Sell	360 -200	-36%	-$6.68K	0.01%	296
2022 Q4	$19.2K	Hold	560	–	–	0.01%	274
2022 Q3	$16K	Buy	560 +4	+0.7%	+$123	0.01%	295
2022 Q2	$15K	Hold	556	–	–	0.01%	298
2022 Q1	$17K	Hold	556	–	–	0.01%	316
2021 Q4	$18K	Hold	556	–	–	0.01%	298
2021 Q3	$20K	Buy	556 +2	+0.4%	+$74	0.01%	289
2021 Q2	$20K	Hold	554	–	–	0.01%	263
2021 Q1	$22K	Buy	+554	New	+$21.7K	0.01%	260

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

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

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

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

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

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

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

Lumature Wealth Partners's HDB Position: Q2 2023 in Review

Lumature Wealth Partners held its HDFC Bank (HDB) position steady in Q2 2023 at 360 shares worth $12.5K. The position accounts for 0.01% of the portfolio, ranked #300.

Lumature Wealth Partners first reported a position in HDB in Q1 2021 and has held it in 10 quarters since. The position peaked at $22K in Q1 2021. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

Lumature Wealth Partners held 360 shares of HDFC Bank worth $12.5K as of Q2 2023.
Lumature Wealth Partners left its HDFC Bank share count unchanged in Q2 2023.
HDFC Bank made up 0.01% of Lumature Wealth Partners's portfolio in Q2 2023, its #300 holding.
Lumature Wealth Partners first reported a position in HDFC Bank in Q1 2021 and has held it in 10 quarters since.
Lumature Wealth Partners's HDFC Bank position peaked at $22K in Q1 2021.
535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Lumature Wealth Partners's 13F filing for Q2 2023, filed 14 Aug 2023.