Portfolio Design Labs’s HSBC HSBC Stock Holding History

Portfolio Design Labs’s Portfolio HSBC Stock Details HSBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-4,627	Closed	-$229K	–	217
2024 Q4	$229K	Buy	+4,627	New	+$215K	0.05%	177

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CCM

Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Portfolio Design Labs's HSBC Position: Q1 2025 in Review

Portfolio Design Labs sold out of HSBC (HSBC) in Q1 2025, closing a stake of 4,627 shares — an estimated $229K sold.

Portfolio Design Labs first reported a position in HSBC in Q4 2024 and held it in 1 quarter. The position peaked at $229K in Q4 2024. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

Portfolio Design Labs reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
Portfolio Design Labs sold 4,627 HSBC shares in Q1 2025, an estimated $229K.
Portfolio Design Labs first reported a position in HSBC in Q4 2024 and held it in 1 quarter.
Portfolio Design Labs's HSBC position peaked at $229K in Q4 2024.
506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Portfolio Design Labs's 13F filing for Q1 2025, filed 14 May 2025.