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Old North State Trust’s HDFC Bank HDB Stock Holding History

Old North State Trust’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
2023
Q2 		– Sell
-232
Closed -$8K – 263
2023
Q1 		$8K Hold
232
– – 0.01% 366
2022
Q4 		$8K Buy
+232
New +$7.53K 0.01% 361

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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Old North State Trust's HDB Position: Q2 2023 in Review

Old North State Trust sold out of HDFC Bank (HDB) in Q2 2023, closing a stake of 232 shares — an estimated $8K sold.

Old North State Trust first reported a position in HDB in Q4 2022 and held it in 2 quarters. The position peaked at $8K in Q1 2023. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

  • Old North State Trust reported no remaining HDFC Bank position as of Q2 2023 after selling out during the quarter.
  • Old North State Trust sold 232 HDFC Bank shares in Q2 2023, an estimated $8K.
  • Old North State Trust first reported a position in HDFC Bank in Q4 2022 and held it in 2 quarters.
  • Old North State Trust's HDFC Bank position peaked at $8K in Q1 2023.
  • 535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Old North State Trust's 13F filing for Q2 2023, filed 22 Aug 2023.