M&R Capital Management’s HSBC HSBC Stock Holding History

M&R Capital Management’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 Q3	$4.75K	Hold	105	–	–	﹤0.01%	464
2024 Q2	$4.57K	Hold	105	–	–	﹤0.01%	452
2024 Q1	$4.13K	Hold	105	–	–	﹤0.01%	462
2023 Q4	$4.26K	Hold	105	–	–	﹤0.01%	505
2023 Q3	$4.14K	Hold	105	–	–	﹤0.01%	484
2023 Q2	$4.16K	Hold	105	–	–	﹤0.01%	478
2023 Q1	$3.58K	Hold	105	–	–	﹤0.01%	476
2022 Q4	$3.27K	Hold	105	–	–	﹤0.01%	448
2022 Q3	$2K	Sell	105 -207	-66%	-$6.43K	﹤0.01%	411
2022 Q2	$10K	Hold	312	–	–	﹤0.01%	328
2022 Q1	$10K	Hold	312	–	–	﹤0.01%	329
2021 Q4	$9K	Hold	312	–	–	﹤0.01%	340
2021 Q3	$8K	Hold	312	–	–	﹤0.01%	343
2021 Q2	$9K	Hold	312	–	–	﹤0.01%	336
2021 Q1	$9K	Sell	312 -450	-59%	-$12.9K	﹤0.01%	336
2020 Q4	$19K	Sell	762 -2,078	-73%	-$49.4K	﹤0.01%	306
2020 Q3	$55K	Hold	2,840	–	–	0.01%	235
2020 Q2	$66K	Sell	2,840 -7,873	-73%	-$195K	0.02%	221
2020 Q1	$300K	Sell	10,713 -394	-4%	-$13.7K	0.09%	133
2019 Q4	$434K	Hold	11,107	–	–	0.1%	132
2019 Q3	$425K	Sell	11,107 -650	-6%	-$25.2K	0.1%	131
2019 Q2	$490K	Sell	11,757 -140	-1%	-$5.87K	0.11%	124
2019 Q1	$506K	Sell	11,897 -297	-2%	-$12K	0.12%	122
2018 Q4	$483K	Sell	12,194 -147	-1%	-$5.88K	0.13%	118
2018 Q3	$517K	Sell	12,341 -587	-5%	-$25.4K	0.11%	124
2018 Q2	$574K	Sell	12,928 -176	-1%	-$8.07K	0.13%	120
2018 Q1	$582K	Sell	13,104 -273	-2%	-$13K	0.13%	119
2017 Q4	$631K	Sell	13,377 -1,757	-12%	-$79.4K	0.15%	111
2017 Q3	$683K	Hold	15,134	–	–	0.16%	102
2017 Q2	$660K	Sell	15,134 -174	-1%	-$6.75K	0.16%	105
2017 Q1	$564K	Sell	15,308 -352	-2%	-$13.2K	0.14%	110
2016 Q4	$568K	Buy	15,660 +126	+0.8%	+$4.47K	0.15%	111
2016 Q3	$527K	Sell	15,534 -216	-1%	-$6.78K	0.15%	111
2016 Q2	$439K	Sell	15,750 -449	-3%	-$12.7K	0.13%	118
2016 Q1	$449K	Hold	16,199	–	–	0.14%	116
2015 Q4	$570K	Buy	16,199 +339	+2%	+$12K	0.16%	105
2015 Q3	$535K	Sell	15,860 -1,822	-10%	-$68.1K	0.15%	106
2015 Q2	$706K	Sell	17,682 -1,034	-6%	-$43.1K	0.17%	98
2015 Q1	$703K	Sell	18,716 -852	-4%	-$33.2K	0.17%	103
2014 Q4	$796K	Sell	19,568 -372	-2%	-$15.9K	0.19%	89
2014 Q3	$874K	Hold	19,940	–	–	0.21%	93
2014 Q2	$873K	Sell	19,940 -400	-2%	-$17.8K	0.2%	92
2014 Q1	$891K	Hold	20,340	–	–	0.22%	88
2013 Q4	$966K	Sell	20,340 -164	-0.8%	-$7.76K	0.25%	77
2013 Q3	$959K	Sell	20,504 -34	-0.2%	-$1.61K	0.27%	74
2013 Q2	$918K	Buy	+20,538	New	+$961K	0.26%	76

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

M&R Capital Management's HSBC Position: Q3 2024 in Review

M&R Capital Management held its HSBC (HSBC) position steady in Q3 2024 at 105 shares worth $4.75K. The position accounts for ﹤0.01% of the portfolio, ranked #464.

M&R Capital Management first reported a position in HSBC in Q2 2013 and has held it in 46 quarters since. The position peaked at $966K in Q4 2013. 425 funds tracked by Wall St. Rank hold HSBC as of Q3 2024.

M&R Capital Management held 105 shares of HSBC worth $4.75K as of Q3 2024.
M&R Capital Management left its HSBC share count unchanged in Q3 2024.
HSBC made up ﹤0.01% of M&R Capital Management's portfolio in Q3 2024, its #464 holding.
M&R Capital Management first reported a position in HSBC in Q2 2013 and has held it in 46 quarters since.
M&R Capital Management's HSBC position peaked at $966K in Q4 2013.
425 funds tracked by Wall St. Rank held HSBC as of Q3 2024.

Based on M&R Capital Management's 13F filing for Q3 2024, filed 2 Oct 2024.