Okabena Investment Services’s HDFC Bank HDB Stock Holding History

Okabena Investment Services’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
2024 Q4	–	Sell	-18,874	Closed	-$590K	–	116
2024 Q3	$590K	Sell	18,874 -994	-5%	-$30.5K	0.17%	85
2024 Q2	$639K	Buy	+19,868	New	+$582K	0.2%	77
2023 Q4	–	Sell	-22,024	Closed	-$650K	–	120
2023 Q3	$650K	Buy	+22,024	New	+$717K	0.51%	48
2023 Q1	–	Sell	-1,052	Closed	-$36K	–	218
2022 Q4	$36K	Sell	1,052 -3,800	-78%	-$123K	0.02%	105
2022 Q3	$142K	Hold	4,852	–	–	0.07%	110
2022 Q2	$133K	Sell	4,852 -236	-5%	-$6.65K	0.07%	98
2022 Q1	$156K	Hold	5,088	–	–	0.07%	101
2021 Q4	$166K	Buy	+5,088	New	+$178K	0.06%	108

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Okabena Investment Services's HDB Position: Q4 2024 in Review

Okabena Investment Services sold out of HDFC Bank (HDB) in Q4 2024, closing a stake of 18,874 shares — an estimated $590K sold.

Okabena Investment Services first reported a position in HDB in Q4 2021 and held it in 8 quarters. The position peaked at $650K in Q3 2023. 635 funds tracked by Wall St. Rank hold HDB as of Q4 2024.

Okabena Investment Services reported no remaining HDFC Bank position as of Q4 2024 after selling out during the quarter.
Okabena Investment Services sold 18,874 HDFC Bank shares in Q4 2024, an estimated $590K.
Okabena Investment Services first reported a position in HDFC Bank in Q4 2021 and held it in 8 quarters.
Okabena Investment Services's HDFC Bank position peaked at $650K in Q3 2023.
635 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2024.

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