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Sarofim Fayez’s HSBC HSBC Stock Holding History

Sarofim Fayez’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
2013
Q3 		$172M Buy
+3,671,739
New +$174M 0.84% 42

Other funds holding HSBC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
MICM
Matthews International Capital Management San Francisco, California $292M AUM 75.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
IG
ING Group Amsterdam, Netherlands $20.5B AUM 49.71% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return

Sarofim Fayez's HSBC Position: Q3 2013 in Review

Sarofim Fayez opened a new position in HSBC (HSBC) in Q3 2013: 3,671,739 shares worth $172M. The stake represents 0.84% of the portfolio and ranks #42 among its holdings.

360 funds tracked by Wall St. Rank hold HSBC as of Q3 2013.

  • Sarofim Fayez held 3,671,739 shares of HSBC worth $172M as of Q3 2013.
  • HSBC was a new Sarofim Fayez position in Q3 2013.
  • HSBC made up 0.84% of Sarofim Fayez's portfolio in Q3 2013, its #42 holding.
  • 360 funds tracked by Wall St. Rank held HSBC as of Q3 2013.

Based on Sarofim Fayez's 13F filing for Q3 2013, filed 14 Nov 2013.