Schroder Investment Management Group
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Schroder Investment Management Group’s HSBC HSBC Stock Holding History

Schroder Investment Management 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
2020
Q1 		– Sell
-5,247
Closed -$205K – 1344
2019
Q4 		$205K Buy
+5,247
New +$199K ﹤0.01% 1159
2017
Q1 		– Sell
-260
Closed -$9K – 1254
2016
Q4 		$9K Hold
260
– – ﹤0.01% 1127
2016
Q3 		$9K Sell
260
-4
-2% -$126 ﹤0.01% 1129
2016
Q2 		$7K Sell
264
-536
-67% -$15.2K ﹤0.01% 1152
2016
Q1 		$22K Sell
800
-383
-32% -$11.3K ﹤0.01% 1108
2015
Q4 		$41K Buy
1,183
+11
+0.9% +$388 ﹤0.01% 1106
2015
Q3 		$40K Hold
1,172
– – ﹤0.01% 1099
2015
Q2 		$48K Buy
1,172
+91
+8% +$3.79K ﹤0.01% 1116
2015
Q1 		$41K Sell
1,081
-25
-2% -$974 ﹤0.01% 1154
2014
Q4 		$45K Hold
1,106
– – ﹤0.01% 1210
2014
Q3 		$48.5K Hold
1,106
– – ﹤0.01% 1275
2014
Q2 		$48.4K Buy
1,106
+190
+21% +$8.47K ﹤0.01% 1245
2014
Q1 		$40.1K Hold
916
– – ﹤0.01% 1298
2013
Q4 		$43.5K Buy
916
+72
+9% +$3.41K ﹤0.01% 1345
2013
Q3 		$39.4K Buy
844
+191
+29% +$9.06K ﹤0.01% 1354
2013
Q2 		$29.2K Buy
+653
New +$30.6K ﹤0.01% 1356

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group's HSBC Position: Q1 2020 in Review

Schroder Investment Management Group sold out of HSBC (HSBC) in Q1 2020, closing a stake of 5,247 shares — an estimated $205K sold.

Schroder Investment Management Group first reported a position in HSBC in Q2 2013 and held it in 16 quarters. The position peaked at $205K in Q4 2019. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • Schroder Investment Management Group reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • Schroder Investment Management Group sold 5,247 HSBC shares in Q1 2020, an estimated $205K.
  • Schroder Investment Management Group first reported a position in HSBC in Q2 2013 and held it in 16 quarters.
  • Schroder Investment Management Group's HSBC position peaked at $205K in Q4 2019.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on Schroder Investment Management Group's 13F filing for Q1 2020, filed 15 May 2020.