MCM
HDB icon

Marsico Capital Management’s HDFC Bank HDB Stock Holding History

Marsico Capital Management’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 		– Sell
-108,744
Closed -$3.62M – 67
2023
Q1 		$3.62M Sell
108,744
-2,478
-2% -$82.8K 0.17% 51
2022
Q4 		$3.8M Hold
111,222
– – 0.2% 54
2022
Q3 		$3.25M Sell
111,222
-15,976
-13% -$491K 0.17% 59
2022
Q2 		$3.5M Sell
127,198
-1,494
-1% -$42.1K 0.17% 68
2022
Q1 		$3.95M Hold
128,692
– – 0.14% 76
2021
Q4 		$4.19M Buy
128,692
+23,868
+23% +$835K 0.12% 76
2021
Q3 		$3.83M Buy
104,824
+29,858
+40% +$1.11M 0.12% 84
2021
Q2 		$2.74M Buy
74,966
+26,380
+54% +$966K 0.07% 84
2021
Q1 		$1.89M Hold
48,586
– – 0.05% 87
2020
Q4 		$1.75M Sell
48,586
-6,772
-12% -$216K 0.05% 84
2020
Q3 		$1.38M Hold
55,358
– – 0.04% 86
2020
Q2 		$1.26M Hold
55,358
– – 0.04% 85
2020
Q1 		$1.06M Sell
55,358
-3,472
-6% -$93.4K 0.05% 77
2019
Q4 		$1.86M Sell
58,830
-7,458
-11% -$227K 0.07% 79
2019
Q3 		$1.89M Sell
66,288
-556
-0.8% -$15.8K 0.07% 78
2019
Q2 		$2.17M Sell
66,844
-16,716
-20% -$504K 0.08% 81
2019
Q1 		$2.42M Buy
83,560
+11,072
+15% +$287K 0.09% 77
2018
Q4 		$1.88M Sell
72,488
-48,068
-40% -$1.14M 0.08% 73
2018
Q3 		$2.84M Sell
120,556
-28,128
-19% -$717K 0.1% 75
2018
Q2 		$3.9M Sell
148,684
-2,108
-1% -$52.6K 0.14% 63
2018
Q1 		$3.72M Buy
150,792
+11,664
+8% +$294K 0.14% 62
2017
Q4 		$3.54M Sell
139,128
-1,272
-0.9% -$30.5K 0.14% 69
2017
Q3 		$3.38M Sell
140,400
-13,428
-9% -$319K 0.14% 74
2017
Q2 		$3.35M Sell
153,828
-82,604
-35% -$1.73M 0.14% 82
2017
Q1 		$4.45M Buy
236,432
+63,716
+37% +$1.11M 0.19% 66
2016
Q4 		$2.62M Sell
172,716
-160,944
-48% -$2.69M 0.12% 79
2016
Q3 		$6M Buy
333,660
+138,196
+71% +$2.43M 0.22% 54
2016
Q2 		$3.24M Buy
+195,464
New +$3.12M 0.11% 74

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Marsico Capital Management's HDB Position: Q2 2023 in Review

Marsico Capital Management sold out of HDFC Bank (HDB) in Q2 2023, closing a stake of 108,744 shares — an estimated $3.62M sold.

Marsico Capital Management first reported a position in HDB in Q2 2016 and held it in 28 quarters. The position peaked at $6M in Q3 2016. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

  • Marsico Capital Management reported no remaining HDFC Bank position as of Q2 2023 after selling out during the quarter.
  • Marsico Capital Management sold 108,744 HDFC Bank shares in Q2 2023, an estimated $3.62M.
  • Marsico Capital Management first reported a position in HDFC Bank in Q2 2016 and held it in 28 quarters.
  • Marsico Capital Management's HDFC Bank position peaked at $6M in Q3 2016.
  • 535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Marsico Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.