QP
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Quilter Plc’s HSBC HSBC Stock Holding History

Quilter Plc’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
2023
Q4 		– Sell
-230
Closed -$280K – 175
2023
Q3 		$280K Hold
230
– – ﹤0.01% 226
2023
Q2 		$290K Hold
230
– – ﹤0.01% 231
2023
Q1 		$282K Buy
+230
New +$8.25K ﹤0.01% 221
2021
Q3 		– Sell
-6,645
Closed -$265K – 361
2021
Q2 		$265K Buy
6,645
+300
+5% +$9.16K 0.01% 254
2021
Q1 		$255K Sell
6,345
-26,861
-81% -$768K 0.01% 270
2020
Q4 		$1.18M Buy
+33,206
New +$789K 0.04% 116

Other funds holding HSBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Quilter Plc's HSBC Position: Q4 2023 in Review

Quilter Plc sold out of HSBC (HSBC) in Q4 2023, closing a stake of 230 shares — an estimated $280K sold.

Quilter Plc first reported a position in HSBC in Q4 2020 and held it in 6 quarters. The position peaked at $1.18M in Q4 2020. 411 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

  • Quilter Plc reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
  • Quilter Plc sold 230 HSBC shares in Q4 2023, an estimated $280K.
  • Quilter Plc first reported a position in HSBC in Q4 2020 and held it in 6 quarters.
  • Quilter Plc's HSBC position peaked at $1.18M in Q4 2020.
  • 411 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Quilter Plc's 13F filing for Q4 2023, filed 24 Jan 2024.