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Noesis Capital Mangement’s HSBC HSBC Stock Holding History

Noesis Capital Mangement’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
2020
Q2 		– Sell
-196,266
Closed -$5.5M – 109
2020
Q1 		$5.5M Sell
196,266
-2,498
-1% -$86.8K 2.02% 21
2019
Q4 		$7.77M Buy
198,764
+11,265
+6% +$427K 2.17% 22
2019
Q3 		$7.18M Buy
187,499
+1,848
+1% +$71.6K 2.32% 22
2019
Q2 		$7.75M Buy
185,651
+330
+0.2% +$13.8K 2.64% 20
2019
Q1 		$7.43M Buy
185,321
+1,455
+0.8% +$58.6K 2.69% 17
2018
Q4 		$7.29M Sell
183,866
-1,165
-0.6% -$46.6K 2.96% 14
2018
Q3 		$7.75M Sell
185,031
-98
-0.1% -$4.25K 2.72% 16
2018
Q2 		$8.22M Buy
185,129
+211
+0.1% +$9.68K 3.02% 12
2018
Q1 		$8.22M Buy
184,918
+1,925
+1% +$91.6K 3.05% 13
2017
Q4 		$8.63M Buy
182,993
+3,009
+2% +$136K 3.11% 11
2017
Q3 		$8.13M Buy
179,984
+1,064
+0.6% +$47.1K 3.05% 12
2017
Q2 		$7.58M Sell
178,920
-4,060
-2% -$158K 2.91% 13
2017
Q1 		$6.75M Buy
182,980
+9,645
+6% +$362K 2.57% 18
2016
Q4 		$6.29M Sell
173,335
-2,151
-1% -$76.2K 2.63% 20
2016
Q3 		$5.96M Sell
175,486
-473
-0.3% -$14.8K 2.57% 17
2016
Q2 		$4.91M Buy
175,959
+7,039
+4% +$199K 2.18% 22
2016
Q1 		$4.68M Buy
168,920
+5,202
+3% +$154K 2.13% 22
2015
Q4 		$5.76M Buy
163,718
+1,234
+0.8% +$43.6K 2.74% 16
2015
Q3 		$5.48M Sell
162,484
-235
-0.1% -$8.78K 2.9% 15
2015
Q2 		$6.5M Buy
162,719
+503
+0.3% +$20.9K 2.8% 14
2015
Q1 		$6.09M Buy
162,216
+1,197
+0.7% +$46.7K 2.52% 16
2014
Q4 		$6.55M Buy
161,019
+3,698
+2% +$158K 2.75% 13
2014
Q3 		$6.9M Sell
157,321
-123
-0.1% -$5.6K 3% 8
2014
Q2 		$6.89M Sell
157,444
-14,339
-8% -$639K 3.11% 8
2014
Q1 		$7.52M Buy
171,783
+6,814
+4% +$309K 3.7% 5
2013
Q4 		$7.84M Sell
164,969
-3,725
-2% -$176K 3.86% 5
2013
Q3 		$7.89M Sell
168,694
-1,635
-1% -$77.6K 4.16% 3
2013
Q2 		$7.62M Buy
+170,329
New +$7.97M 4.07% 3

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Noesis Capital Mangement's HSBC Position: Q2 2020 in Review

Noesis Capital Mangement sold out of HSBC (HSBC) in Q2 2020, closing a stake of 196,266 shares — an estimated $5.5M sold.

Noesis Capital Mangement first reported a position in HSBC in Q2 2013 and held it in 28 quarters. The position peaked at $8.63M in Q4 2017. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Noesis Capital Mangement reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Noesis Capital Mangement sold 196,266 HSBC shares in Q2 2020, an estimated $5.5M.
  • Noesis Capital Mangement first reported a position in HSBC in Q2 2013 and held it in 28 quarters.
  • Noesis Capital Mangement's HSBC position peaked at $8.63M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Noesis Capital Mangement's 13F filing for Q2 2020, filed 7 Aug 2020.