NFG
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Next Financial Group’s HDFC Bank HDB Stock Holding History

Next Financial Group’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 		$7K Buy
222
+164
+283% +$5.74K ﹤0.01% 2317
2021
Q3 		$2K Buy
58
+46
+383% +$1.71K ﹤0.01% 2480
2021
Q2 		$0 Buy
+12
New +$440 ﹤0.01% 2651

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Next Financial Group's HDB Position: Q4 2021 in Review

Next Financial Group increased its HDFC Bank (HDB) stake by 283% in Q4 2021, buying an estimated $5.74K and bringing the position to 222 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2317.

Next Financial Group first reported a position in HDB in Q2 2021 and has held it in 3 quarters since. 507 funds tracked by Wall St. Rank hold HDB as of Q4 2021.

  • Next Financial Group held 222 shares of HDFC Bank worth $7K as of Q4 2021.
  • Next Financial Group bought 164 HDFC Bank shares in Q4 2021, an estimated $5.74K.
  • HDFC Bank made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2317 holding.
  • Next Financial Group first reported a position in HDFC Bank in Q2 2021 and has held it in 3 quarters since.
  • 507 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.