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Ramirez Asset Management’s HSBC HSBC Stock Holding History

Ramirez Asset Management’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
Q2 		– Sell
-412
Closed -$23.7K – 357
2025
Q1 		$23.7K Sell
412
-120,486
-100% -$6.59M ﹤0.01% 325
2024
Q4 		$5.98M Buy
120,898
+3,967
+3% +$184K 1.21% 20
2024
Q3 		$5.28M Buy
116,931
+1,907
+2% +$82.7K 1.01% 26
2024
Q2 		$5M Sell
115,024
-6,229
-5% -$268K 1.02% 28
2024
Q1 		$4.77M Buy
121,253
+1,318
+1% +$51.5K 0.96% 26
2023
Q4 		$4.86M Buy
119,935
+8,830
+8% +$342K 0.99% 23
2023
Q3 		$4.38M Buy
+111,105
New +$4.38M 0.94% 25

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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
Bank of America
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

Ramirez Asset Management's HSBC Position: Q2 2025 in Review

Ramirez Asset Management sold out of HSBC (HSBC) in Q2 2025, closing a stake of 412 shares — an estimated $23.7K sold.

Ramirez Asset Management first reported a position in HSBC in Q3 2023 and held it in 7 quarters. The position peaked at $5.98M in Q4 2024. 513 funds tracked by Wall St. Rank hold HSBC as of Q2 2025.

  • Ramirez Asset Management reported no remaining HSBC position as of Q2 2025 after selling out during the quarter.
  • Ramirez Asset Management sold 412 HSBC shares in Q2 2025, an estimated $23.7K.
  • Ramirez Asset Management first reported a position in HSBC in Q3 2023 and held it in 7 quarters.
  • Ramirez Asset Management's HSBC position peaked at $5.98M in Q4 2024.
  • 513 funds tracked by Wall St. Rank held HSBC as of Q2 2025.

Based on Ramirez Asset Management's 13F filing for Q2 2025, filed 24 Jul 2025.