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Schechter Investment Advisors’s HDFC Bank HDB Stock Holding History

Schechter Investment Advisors’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
2025
Q1 		$1.13M Sell
34,148
-8,296
-20% -$253K 0.09% 207
2024
Q4 		$1.36M Sell
42,444
-206
-0.5% -$6.59K 0.1% 188
2024
Q3 		$1.33M Buy
42,650
+13,118
+44% +$403K 0.1% 193
2024
Q2 		$950K Buy
29,532
+15,790
+115% +$462K 0.07% 246
2024
Q1 		$385K Sell
13,742
-11,722
-46% -$332K 0.03% 439
2023
Q4 		$854K Buy
25,464
+2,158
+9% +$65.1K 0.07% 257
2023
Q3 		$688K Buy
23,306
+2,100
+10% +$68.4K 0.07% 285
2023
Q2 		$739K Buy
21,206
+200
+1% +$6.74K 0.07% 304
2023
Q1 		$700K Sell
21,006
-774
-4% -$25.9K 0.06% 331
2022
Q4 		$745K Buy
21,780
+1,208
+6% +$39.2K 0.07% 383
2022
Q3 		$601K Buy
20,572
+5,404
+36% +$166K 0.06% 451
2022
Q2 		$417K Buy
15,168
+4,156
+38% +$117K 0.04% 584
2022
Q1 		$338K Sell
11,012
-104
-0.9% -$3.38K 0.03% 660
2021
Q4 		$362K Buy
+11,116
New +$389K 0.03% 615

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Schechter Investment Advisors's HDB Position: Q1 2025 in Review

Schechter Investment Advisors reduced its HDFC Bank (HDB) stake by 20% in Q1 2025, selling an estimated $253K and leaving 34,148 shares worth $1.13M. The position accounts for 0.09% of the portfolio, ranked #207.

Schechter Investment Advisors first reported a position in HDB in Q4 2021 and has held it in 14 quarters since. The position peaked at $1.36M in Q4 2024. 626 funds tracked by Wall St. Rank hold HDB as of Q1 2025.

  • Schechter Investment Advisors held 34,148 shares of HDFC Bank worth $1.13M as of Q1 2025.
  • Schechter Investment Advisors sold 8,296 HDFC Bank shares in Q1 2025, an estimated $253K.
  • HDFC Bank made up 0.09% of Schechter Investment Advisors's portfolio in Q1 2025, its #207 holding.
  • Schechter Investment Advisors first reported a position in HDFC Bank in Q4 2021 and has held it in 14 quarters since.
  • Schechter Investment Advisors's HDFC Bank position peaked at $1.36M in Q4 2024.
  • 626 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.