Plante Moran Financial Advisors’s HDFC Bank HDB Stock Holding History

Plante Moran Financial 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
2024 Q4	–	Sell	-172	Closed	-$5.38K	–	950
2024 Q3	$5.38K	Buy	+172	New	+$5.29K	﹤0.01%	676
2022 Q3	–	Sell	-402	Closed	-$11K	–	939
2022 Q2	$11K	Buy	+402	New	+$11.3K	﹤0.01%	587
2019 Q4	–	Sell	-268	Closed	-$8K	–	809
2019 Q3	$8K	Sell	268 -2,116	-89%	-$60.2K	﹤0.01%	626
2019 Q2	$78K	Sell	2,384 -60	-2%	-$1.81K	0.02%	260
2019 Q1	$71K	Buy	2,444 +2,072	+557%	+$53.7K	0.02%	268
2018 Q4	$10K	Buy	372 +24	+7%	+$567	﹤0.01%	500
2018 Q3	$8K	Buy	348 +12	+4%	+$306	﹤0.01%	519
2018 Q2	$9K	Sell	336 -68	-17%	-$1.7K	﹤0.01%	554
2018 Q1	$10K	Buy	+404	New	+$10.2K	0.01%	602
2017 Q1	–	Sell	-220	Closed	-$3K	–	935
2016 Q4	$3K	Buy	+220	New	+$3.68K	﹤0.01%	797
2013 Q4	–	Sell	-260	Closed	-$2K	–	695
2013 Q3	$2K	Hold	260	–	–	﹤0.01%	555
2013 Q2	$2K	Buy	+260	New	+$2.57K	﹤0.01%	539

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

Plante Moran Financial Advisors's HDB Position: Q4 2024 in Review

Plante Moran Financial Advisors sold out of HDFC Bank (HDB) in Q4 2024, closing a stake of 172 shares — an estimated $5.38K sold.

Plante Moran Financial Advisors first reported a position in HDB in Q2 2013 and held it in 12 quarters. The position peaked at $78K in Q2 2019. 635 funds tracked by Wall St. Rank hold HDB as of Q4 2024.

Plante Moran Financial Advisors reported no remaining HDFC Bank position as of Q4 2024 after selling out during the quarter.
Plante Moran Financial Advisors sold 172 HDFC Bank shares in Q4 2024, an estimated $5.38K.
Plante Moran Financial Advisors first reported a position in HDFC Bank in Q2 2013 and held it in 12 quarters.
Plante Moran Financial Advisors's HDFC Bank position peaked at $78K in Q2 2019.
635 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2024.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2024, filed 5 Feb 2025.