MA
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Montag & Associates’s HDFC Bank HDB Stock Holding History

Montag & Associates’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
2025
Q4 		– Sell
-66
Closed -$2.25K – 1049
2025
Q3 		$2.25K Buy
+66
New +$2.43K ﹤0.01% 902
2024
Q1 		– Sell
-338
Closed -$11.3K – 992
2023
Q4 		$11.3K Hold
338
– – ﹤0.01% 762
2023
Q3 		$9.97K Buy
338
+56
+20% +$1.82K ﹤0.01% 743
2023
Q2 		$9.83K Buy
282
+66
+31% +$2.23K ﹤0.01% 760
2023
Q1 		$7.2K Hold
216
– – ﹤0.01% 784
2022
Q4 		$7.39K Buy
+216
New +$7.01K ﹤0.01% 775
2018
Q3 		– Sell
-25,380
Closed -$666K – 327
2018
Q2 		$666K Hold
25,380
– – 0.07% 193
2018
Q1 		$627K Hold
25,380
– – 0.06% 204
2017
Q4 		$645K Buy
+25,380
New +$608K 0.06% 201

Other funds holding HDB

GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.7B AUM 22.47% 1-Year Est. Return