MGO One Seven’s HSBC HSBC Stock Holding History

MGO One Seven’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
2026 Q1	$2.51M	Sell	30,370 -2,067	-6%	-$175K	0.05%	391
2025 Q4	$2.55M	Buy	32,437 +2,734	+9%	+$196K	0.05%	377
2025 Q3	$2.11M	Buy	29,703 +1,035	+4%	+$67.3K	0.05%	384
2025 Q2	$1.74M	Buy	28,668 +1,604	+6%	+$91.3K	0.06%	372
2025 Q1	$1.55M	Buy	27,064 +3,857	+17%	+$211K	0.06%	329
2024 Q4	$1.15M	Buy	+23,207	New	+$1.08M	0.04%	404
2020 Q1	–	Sell	-17,326	Closed	-$677K	–	424
2019 Q4	$677K	Sell	17,326 -1,497	-8%	-$56.8K	0.18%	154
2019 Q3	$720K	Sell	18,823 -1,110	-6%	-$43K	0.21%	126
2019 Q2	$832K	Sell	19,933 -2,283	-10%	-$95.6K	0.27%	105
2019 Q1	$890K	Buy	22,216 +9,652	+77%	+$389K	0.29%	97
2018 Q4	$497K	Sell	12,564 -44	-0.3%	-$1.76K	0.21%	106
2018 Q3	$528K	Buy	+12,608	New	+$546K	0.25%	112
2018 Q1	$583K	Sell	13,115 -1,448	-10%	-$68.9K	0.27%	102
2017 Q4	$687K	Buy	+14,563	New	+$658K	0.32%	81

Other funds holding HSBC

Fisher Asset Management

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sanders Capital

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return