MIS
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Morningstar Investment Services’s HSBC HSBC Stock Holding History

Morningstar Investment Services’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
Q4 		– Sell
-25,533
Closed -$1.17M – 246
2024
Q3 		$1.17M Buy
25,533
+719
+3% +$31.2K 0.01% 202
2024
Q2 		$1.08M Sell
24,814
-273
-1% -$11.7K 0.01% 196
2024
Q1 		$978K Sell
25,087
-25,221
-50% -$985K 0.01% 189
2023
Q4 		$2.04M Buy
50,308
+25,746
+105% +$997K 0.01% 187
2023
Q3 		$975K Buy
24,562
+1,176
+5% +$46.3K 0.01% 177
2023
Q2 		$916K Buy
23,386
+1,584
+7% +$59.1K 0.01% 173
2023
Q1 		$747K Buy
21,802
+1,307
+6% +$46.9K 0.01% 174
2022
Q4 		$660K Sell
20,495
-934
-4% -$26.5K 0.01% 166
2022
Q3 		$558K Buy
21,429
+1,107
+5% +$34.4K 0.01% 169
2022
Q2 		$677K Buy
20,322
+3,861
+23% +$125K 0.01% 170
2022
Q1 		$567K Buy
16,461
+902
+6% +$31.1K 0.01% 186
2021
Q4 		$469K Buy
15,559
+1,097
+8% +$32K 0.01% 194
2021
Q3 		$380K Buy
14,462
+2,650
+22% +$72.2K ﹤0.01% 195
2021
Q2 		$342K Buy
11,812
+4,112
+53% +$126K ﹤0.01% 194
2021
Q1 		$227K Buy
+7,700
New +$220K ﹤0.01% 198
2020
Q3 		– Sell
-9,303
Closed -$219K – 207
2020
Q2 		$219K Sell
9,303
-511
-5% -$12.7K ﹤0.01% 188
2020
Q1 		$283K Sell
9,814
-355
-3% -$12.3K 0.01% 181
2019
Q4 		$398K Sell
10,169
-2,058
-17% -$78K 0.01% 157
2019
Q3 		$468K Sell
12,227
-1,292
-10% -$50.1K 0.01% 148
2019
Q2 		$564K Sell
13,519
-699
-5% -$29.3K 0.01% 163
2019
Q1 		$570K Sell
14,218
-2,733
-16% -$110K 0.01% 154
2018
Q4 		$672K Buy
16,951
+98
+0.6% +$3.92K 0.01% 146
2018
Q3 		$706K Sell
16,853
-1,129
-6% -$48.9K 0.01% 145
2018
Q2 		$799K Buy
17,982
+3,267
+22% +$150K 0.02% 144
2018
Q1 		$654K Buy
14,715
+245
+2% +$11.7K 0.01% 149
2017
Q4 		$683K Buy
14,470
+1,637
+13% +$74K 0.01% 151
2017
Q3 		$579K Buy
12,833
+1,773
+16% +$78.4K 0.01% 151
2017
Q2 		$469K Buy
11,060
+1,978
+22% +$76.8K 0.01% 151
2017
Q1 		$335K Buy
9,082
+1,803
+25% +$67.7K 0.01% 162
2016
Q4 		$264K Sell
7,279
-97
-1% -$3.44K 0.01% 169
2016
Q3 		$251K Sell
7,376
-68
-0.9% -$2.13K 0.01% 205
2016
Q2 		$208K Buy
+7,444
New +$211K 0.01% 205
2016
Q1 		– Sell
-16,436
Closed -$578K – 222
2015
Q4 		$578K Sell
16,436
-22,383
-58% -$790K 0.02% 173
2015
Q3 		$1.31M Buy
38,819
+6,506
+20% +$243K 0.06% 155
2015
Q2 		$1.29M Buy
32,313
+2,935
+10% +$122K 0.06% 157
2015
Q1 		$1.1M Buy
29,378
+13,099
+80% +$511K 0.05% 152
2014
Q4 		$662K Buy
16,279
+1,348
+9% +$57.5K 0.03% 168
2014
Q3 		$655K Sell
14,931
-243
-2% -$11.1K 0.03% 167
2014
Q2 		$664K Buy
15,174
+455
+3% +$20.3K 0.04% 157
2014
Q1 		$645K Buy
14,719
+482
+3% +$21.9K 0.04% 153
2013
Q4 		$676K Sell
14,237
-470
-3% -$22.3K 0.05% 160
2013
Q3 		$692K Sell
14,707
-709
-5% -$33.6K 0.06% 156
2013
Q2 		$689K Buy
+15,416
New +$721K 0.07% 148

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morningstar Investment Services's HSBC Position: Q4 2024 in Review

Morningstar Investment Services sold out of HSBC (HSBC) in Q4 2024, closing a stake of 25,533 shares — an estimated $1.17M sold.

Morningstar Investment Services first reported a position in HSBC in Q2 2013 and held it in 43 quarters. The position peaked at $2.04M in Q4 2023. 466 funds tracked by Wall St. Rank hold HSBC as of Q4 2024.

  • Morningstar Investment Services reported no remaining HSBC position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 25,533 HSBC shares in Q4 2024, an estimated $1.17M.
  • Morningstar Investment Services first reported a position in HSBC in Q2 2013 and held it in 43 quarters.
  • Morningstar Investment Services's HSBC position peaked at $2.04M in Q4 2023.
  • 466 funds tracked by Wall St. Rank held HSBC as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.