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Meristem Family Wealth’s HDFC Bank HDB Stock Holding History

Meristem Family Wealth’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
2021
Q4 		– Sell
-8,756
Closed -$320K – 407
2021
Q3 		$320K Buy
8,756
+1,320
+18% +$49K 0.03% 304
2021
Q2 		$272K Sell
7,436
-1,200
-14% -$44K 0.04% 269
2021
Q1 		$335K Sell
8,636
-1,732
-17% -$67.9K 0.07% 171
2020
Q4 		$375K Buy
10,368
+1,408
+16% +$44.9K 0.08% 149
2020
Q3 		$224K Hold
8,960
– – 0.06% 169
2020
Q2 		$204K Buy
+8,960
New +$184K 0.06% 179

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
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Meristem Family Wealth's HDB Position: Q4 2021 in Review

Meristem Family Wealth sold out of HDFC Bank (HDB) in Q4 2021, closing a stake of 8,756 shares — an estimated $320K sold.

Meristem Family Wealth first reported a position in HDB in Q2 2020 and held it in 6 quarters. The position peaked at $375K in Q4 2020. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

  • Meristem Family Wealth reported no remaining HDFC Bank position as of Q4 2021 after selling out during the quarter.
  • Meristem Family Wealth sold 8,756 HDFC Bank shares in Q4 2021, an estimated $320K.
  • Meristem Family Wealth first reported a position in HDFC Bank in Q2 2020 and held it in 6 quarters.
  • Meristem Family Wealth's HDFC Bank position peaked at $375K in Q4 2020.
  • 507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Meristem Family Wealth's 13F filing for Q4 2021, filed 10 Feb 2022.