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HSBC icon

Renaissance Group’s HSBC HSBC Stock Holding History

Renaissance Group’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
2024
Q4 		– Sell
-151,637
Closed -$6.85M – 252
2024
Q3 		$6.85M Sell
151,637
-3,192
-2% -$138K 0.28% 73
2024
Q2 		$6.74M Sell
154,829
-5,387
-3% -$232K 0.26% 83
2024
Q1 		$6.31M Sell
160,216
-118
-0.1% -$4.61K 0.24% 96
2023
Q4 		$6.5M Sell
160,334
-3,698
-2% -$143K 0.27% 95
2023
Q3 		$6.47M Sell
164,032
-8,208
-5% -$323K 0.3% 85
2023
Q2 		$6.82M Sell
172,240
-27,453
-14% -$1.02M 0.29% 87
2023
Q1 		$6.82M Sell
199,693
-872
-0.4% -$31.3K 0.31% 84
2022
Q4 		$6.25M Sell
200,565
-13,206
-6% -$375K 0.31% 82
2022
Q3 		$5.57M Buy
213,771
+3,367
+2% +$105K 0.3% 89
2022
Q2 		$6.87M Buy
210,404
+5,993
+3% +$194K 0.35% 75
2022
Q1 		$7M Buy
+204,411
New +$7.05M 0.31% 97
2015
Q2 		– Sell
-298,596
Closed -$11.2M – 273
2015
Q1 		$11.2M Buy
298,596
+12,605
+4% +$491K 0.42% 104
2014
Q4 		$11.6M Sell
285,991
-7,447
-3% -$318K 0.45% 90
2014
Q3 		$12.9M Buy
293,438
+10,764
+4% +$490K 0.51% 92
2014
Q2 		$12.4M Buy
282,674
+11,479
+4% +$512K 0.47% 97
2014
Q1 		$11.9M Buy
271,195
+20,535
+8% +$932K 0.47% 99
2013
Q4 		$11.9M Sell
250,660
-2,303
-0.9% -$109K 0.48% 92
2013
Q3 		$11.8M Buy
252,963
+246
+0.1% +$11.7K 0.5% 87
2013
Q2 		$11.3M Buy
+252,717
New +$11.8M 0.51% 80

Other funds holding HSBC

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 $761B 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
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return