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LVW Advisors’s HDFC Bank HDB Stock Holding History

LVW Advisors’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
2024
Q1 		– Sell
-13,974
Closed -$469K – 290
2023
Q4 		$469K Sell
13,974
-446
-3% -$13.5K 0.09% 164
2023
Q3 		$425K Sell
14,420
-1,242
-8% -$40.5K 0.09% 144
2023
Q2 		$546K Sell
15,662
-218
-1% -$7.35K 0.11% 121
2023
Q1 		$529K Sell
15,880
-236
-1% -$7.89K 0.1% 136
2022
Q4 		$551K Buy
16,116
+5,310
+49% +$172K 0.11% 135
2022
Q3 		$316K Sell
10,806
-206
-2% -$6.33K 0.07% 170
2022
Q2 		$303K Sell
11,012
-230
-2% -$6.49K 0.06% 183
2022
Q1 		$345K Sell
11,242
-464
-4% -$15.1K 0.06% 178
2021
Q4 		$381K Sell
11,706
-1,746
-13% -$61.1K 0.06% 172
2021
Q3 		$492K Buy
13,452
+4,712
+54% +$175K 0.08% 161
2021
Q2 		$320K Buy
8,740
+42
+0.5% +$1.54K 0.06% 179
2021
Q1 		$338K Buy
8,698
+1,518
+21% +$59.5K 0.06% 173
2020
Q4 		$259K Buy
+7,180
New +$229K 0.05% 182
2020
Q2 		– Sell
-12,482
Closed -$240K – 201
2020
Q1 		$240K Buy
12,482
+4,026
+48% +$108K 0.06% 139
2019
Q4 		$268K Buy
+8,456
New +$258K 0.06% 148

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $15.4B AUM 26.43% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

LVW Advisors's HDB Position: Q1 2024 in Review

LVW Advisors sold out of HDFC Bank (HDB) in Q1 2024, closing a stake of 13,974 shares — an estimated $469K sold.

LVW Advisors first reported a position in HDB in Q4 2019 and held it in 15 quarters. The position peaked at $551K in Q4 2022. 568 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • LVW Advisors reported no remaining HDFC Bank position as of Q1 2024 after selling out during the quarter.
  • LVW Advisors sold 13,974 HDFC Bank shares in Q1 2024, an estimated $469K.
  • LVW Advisors first reported a position in HDFC Bank in Q4 2019 and held it in 15 quarters.
  • LVW Advisors's HDFC Bank position peaked at $551K in Q4 2022.
  • 568 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on LVW Advisors's 13F filing for Q1 2024, filed 18 Apr 2024.