Paragon Advisors’s HDFC Bank HDB Stock Holding History

Paragon Advisors’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 Q3	–	Sell	-23,746	Closed	-$827K	–	118
2023 Q2	$827K	Buy	+23,746	New	+$801K	0.27%	73
2020 Q2	–	Sell	-12,920	Closed	-$248K	–	88
2020 Q1	$248K	Sell	12,920 -1,162	-8%	-$31.3K	0.33%	60
2019 Q4	$436K	Buy	+14,082	New	+$429K	0.47%	42

Other funds holding HDB

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

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

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

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

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

Paragon Advisors's HDB Position: Q3 2023 in Review

Paragon Advisors sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 23,746 shares — an estimated $827K sold.

Paragon Advisors first reported a position in HDB in Q4 2019 and held it in 3 quarters. The position peaked at $827K in Q2 2023. 531 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

Paragon Advisors reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
Paragon Advisors sold 23,746 HDFC Bank shares in Q3 2023, an estimated $827K.
Paragon Advisors first reported a position in HDFC Bank in Q4 2019 and held it in 3 quarters.
Paragon Advisors's HDFC Bank position peaked at $827K in Q2 2023.
531 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Paragon Advisors's 13F filing for Q3 2023, filed 6 Nov 2023.