M
HSBC icon

MOTCO’s HSBC HSBC Stock Holding History

MOTCO’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
2023
Q4 		– Sell
-340
Closed -$13.4K – 780
2023
Q3 		$13.4K Buy
340
+327
+2,515% +$12.9K ﹤0.01% 484
2023
Q2 		$515 Buy
+13
New +$485 ﹤0.01% 857
2019
Q3 		– Sell
-216
Closed -$9K – 620
2019
Q2 		$9K Buy
+216
New +$9.05K ﹤0.01% 617
2017
Q1 		– Sell
-332
Closed -$12K – 635
2016
Q4 		$12K Sell
332
-151
-31% -$5.35K ﹤0.01% 478
2016
Q3 		$16K Buy
+483
New +$15.2K ﹤0.01% 418
2015
Q3 		– Sell
-152
Closed -$6K – 601
2015
Q2 		$6K Sell
152
-1
-0.7% -$42 ﹤0.01% 489
2015
Q1 		$6K Sell
153
-4
-3% -$156 ﹤0.01% 494
2014
Q4 		$6K Sell
157
-154
-50% -$6.57K ﹤0.01% 533
2014
Q3 		$14K Buy
311
+154
+98% +$7.01K ﹤0.01% 419
2014
Q2 		$7K Hold
157
– – ﹤0.01% 499
2014
Q1 		$7K Hold
157
– – ﹤0.01% 483
2013
Q4 		$7K Hold
157
– – ﹤0.01% 503
2013
Q3 		$7K Hold
157
– – ﹤0.01% 488
2013
Q2 		$7K Buy
+157
New +$7.35K ﹤0.01% 507

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

MOTCO's HSBC Position: Q4 2023 in Review

MOTCO sold out of HSBC (HSBC) in Q4 2023, closing a stake of 340 shares — an estimated $13.4K sold.

MOTCO first reported a position in HSBC in Q2 2013 and held it in 14 quarters. The position peaked at $16K in Q3 2016. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • MOTCO reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
  • MOTCO sold 340 HSBC shares in Q4 2023, an estimated $13.4K.
  • MOTCO first reported a position in HSBC in Q2 2013 and held it in 14 quarters.
  • MOTCO's HSBC position peaked at $16K in Q3 2016.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on MOTCO's 13F filing for Q4 2023, filed 9 Feb 2024.