RBA Wealth Management’s HDFC Bank HDB Stock Holding History

RBA Wealth Management’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 Q2	–	Sell	-9,716	Closed	-$298K	–	95
2022 Q1	$298K	Sell	9,716 -60	-0.6%	-$1.95K	0.14%	82
2021 Q4	$318K	Sell	9,776 -262	-3%	-$9.17K	0.15%	86
2021 Q3	$367K	Sell	10,038 -24,804	-71%	-$920K	0.89%	15
2021 Q2	$1.27M	Sell	34,842 -634	-2%	-$23.2K	2.71%	15
2021 Q1	$1.38M	Sell	35,476 -2,698	-7%	-$106K	1.17%	34
2020 Q4	$1.38M	Sell	38,174 -4,364	-10%	-$139K	0.83%	52
2020 Q3	$1.06M	Sell	42,538 -7,078	-14%	-$172K	0.72%	55
2020 Q2	$1.13M	Sell	49,616 -24,564	-33%	-$504K	0.82%	48
2020 Q1	$1.43M	Sell	74,180 -12,528	-14%	-$337K	1.23%	34
2019 Q4	$2.74M	Sell	86,708 -3,640	-4%	-$111K	1.87%	23
2019 Q3	$2.58M	Sell	90,348 -8,864	-9%	-$252K	1.97%	21
2019 Q2	$3.23M	Sell	99,212 -12,036	-11%	-$363K	2.49%	5
2019 Q1	$3.14M	Buy	+111,248	New	+$2.89M	2.45%	8

Other funds holding HDB

JP Morgan Chase

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

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

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

Schroder Investment Management Group

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

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Viking Global Investors

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

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Fidelity Investments

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