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Sageworth Trust’s HDFC Bank HDB Stock Holding History

Sageworth Trust’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
2023
Q2 		– Sell
-730
Closed -$24.3K – 233
2023
Q1 		$24.3K Buy
+730
New +$24.4K ﹤0.01% 188
2022
Q1 		– Sell
-202
Closed -$7K – 539
2021
Q4 		$7K Sell
202
-674
-77% -$23.6K ﹤0.01% 328
2021
Q3 		$32K Hold
876
– – ﹤0.01% 263
2021
Q2 		$32K Hold
876
– – ﹤0.01% 305
2021
Q1 		$34K Buy
+876
New +$34.3K ﹤0.01% 200

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
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
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sageworth Trust's HDB Position: Q2 2023 in Review

Sageworth Trust sold out of HDFC Bank (HDB) in Q2 2023, closing a stake of 730 shares — an estimated $24.3K sold.

Sageworth Trust first reported a position in HDB in Q1 2021 and held it in 5 quarters. The position peaked at $34K in Q1 2021. 535 funds tracked by Wall St. Rank hold HDB as of Q2 2023.

  • Sageworth Trust reported no remaining HDFC Bank position as of Q2 2023 after selling out during the quarter.
  • Sageworth Trust sold 730 HDFC Bank shares in Q2 2023, an estimated $24.3K.
  • Sageworth Trust first reported a position in HDFC Bank in Q1 2021 and held it in 5 quarters.
  • Sageworth Trust's HDFC Bank position peaked at $34K in Q1 2021.
  • 535 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2023.

Based on Sageworth Trust's 13F filing for Q2 2023, filed 26 Jul 2023.