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	–	953
2024 Q3	$5.38K	Buy	+172	New	+$5.29K	﹤0.01%	676
2022 Q3	–	Sell	-402	Closed	-$11K	–	947
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 $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International

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

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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Schroder Investment Management Group

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