Private Ocean’s HDFC Bank HDB Stock Holding History

Private Ocean’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
2022 Q4	–	Sell	-24	Closed	–	–	591
2022 Q3	$0	Buy	24 +12	+100%	+$369	﹤0.01%	581
2022 Q2	$0	Hold	12	–	–	﹤0.01%	553
2022 Q1	$0	Buy	+12	New	+$390	﹤0.01%	654

Other funds holding HDB

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

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

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

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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

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

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

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

Private Ocean's HDB Position: Q4 2022 in Review

Private Ocean sold out of HDFC Bank (HDB) in Q4 2022, closing a stake of 24 shares.

Private Ocean first reported a position in HDB in Q1 2022 and held it in 3 quarters. The position peaked at $0 in Q3 2022. 510 funds tracked by Wall St. Rank hold HDB as of Q4 2022.

Private Ocean reported no remaining HDFC Bank position as of Q4 2022 after selling out during the quarter.
Private Ocean sold 24 HDFC Bank shares in Q4 2022.
Private Ocean first reported a position in HDFC Bank in Q1 2022 and held it in 3 quarters.
Private Ocean's HDFC Bank position peaked at $0 in Q3 2022.
510 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2022.

Based on Private Ocean's 13F filing for Q4 2022, filed 2 Feb 2023.