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Osterweis Capital Management’s HDFC Bank HDB Stock Holding History

Osterweis Capital Management’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
Q1 		– Hold
0
– – – 180
2023
Q4 		– Hold
0
– – – 174
2023
Q3 		– Hold
0
– – – 185
2023
Q2 		– Hold
0
– – – 188
2023
Q1 		– Sell
-700
Closed -$23.4K – 187
2022
Q4 		$23.9K Hold
700
– – ﹤0.01% 199
2022
Q3 		$20K Buy
+700
New +$21.5K ﹤0.01% 185

Other funds holding HDB

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Osterweis Capital Management's HDB Position: Q1 2024 in Review

Osterweis Capital Management held its HDFC Bank (HDB) position steady in Q1 2024 at 0 shares worth $19.6K. The position accounts for ﹤0.01% of the portfolio, ranked #180.

Osterweis Capital Management first reported a position in HDB in Q3 2022 and has held it in 2 quarters since. The position peaked at $23.9K in Q4 2022. 567 funds tracked by Wall St. Rank hold HDB as of Q1 2024.

  • Osterweis Capital Management held 0 shares of HDFC Bank worth $19.6K as of Q1 2024.
  • Osterweis Capital Management left its HDFC Bank share count unchanged in Q1 2024.
  • HDFC Bank made up ﹤0.01% of Osterweis Capital Management's portfolio in Q1 2024, its #180 holding.
  • Osterweis Capital Management first reported a position in HDFC Bank in Q3 2022 and has held it in 2 quarters since.
  • Osterweis Capital Management's HDFC Bank position peaked at $23.9K in Q4 2022.
  • 567 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2024.

Based on Osterweis Capital Management's 13F filing for Q1 2024, filed 15 May 2024.