Pathstone Family Office’s HDFC Bank HDB Stock Holding History

Pathstone Family Office’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	$2.63M	Buy	88,392 +7,942	+10%	+$259K	0.02%	412
2023 Q2	$2.83M	Sell	80,450 -616	-0.8%	-$20.8K	0.04%	260
2023 Q1	$2.7M	Sell	81,066 -70,498	-47%	-$2.36M	0.04%	236
2022 Q4	$5.18M	Sell	151,564 -15,668	-9%	-$509K	0.04%	276
2022 Q3	$4.92M	Buy	167,232 +86,310	+107%	+$2.65M	0.04%	237
2022 Q2	$2.25M	Sell	80,922 -1,300	-2%	-$36.7K	0.05%	195
2022 Q1	$2.54M	Sell	82,222 -3,620	-4%	-$118K	0.06%	149
2021 Q4	$2.79M	Sell	85,842 -9,888	-10%	-$346K	0.07%	145
2021 Q3	$3.5M	Buy	95,730 +19,046	+25%	+$706K	0.1%	103
2021 Q2	$2.8M	Buy	76,684 +22,970	+43%	+$841K	0.08%	123
2021 Q1	$2.09M	Buy	53,714 +52,654	+4,967%	+$2.06M	0.07%	122
2020 Q4	$38K	Buy	+1,060	New	+$33.8K	﹤0.01%	566
2019 Q2	–	Sell	-1,148	Closed	-$33K	–	740
2019 Q1	$33K	Buy	1,148 +224	+24%	+$5.81K	﹤0.01%	357
2018 Q4	$24K	Buy	+924	New	+$21.8K	0.01%	251

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

Pathstone Family Office's HDB Position: Q3 2023 in Review

Pathstone Family Office increased its HDFC Bank (HDB) stake by 9.9% in Q3 2023, buying an estimated $259K and bringing the position to 88,392 shares worth $2.63M. The position accounts for 0.02% of the portfolio, ranked #412.

Pathstone Family Office first reported a position in HDB in Q4 2018 and has held it in 14 quarters since. The position peaked at $5.18M in Q4 2022. 529 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

Pathstone Family Office held 88,392 shares of HDFC Bank worth $2.63M as of Q3 2023.
Pathstone Family Office bought 7,942 HDFC Bank shares in Q3 2023, an estimated $259K.
HDFC Bank made up 0.02% of Pathstone Family Office's portfolio in Q3 2023, its #412 holding.
Pathstone Family Office first reported a position in HDFC Bank in Q4 2018 and has held it in 14 quarters since.
Pathstone Family Office's HDFC Bank position peaked at $5.18M in Q4 2022.
529 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Pathstone Family Office's 13F filing for Q3 2023, filed 8 Nov 2023.