Schubert & Co’s HSBC HSBC Stock Holding History

Schubert & Co’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
2023 Q2	–	Sell	-344	Closed	-$11.7K	–	707
2023 Q1	$11.7K	Buy	344 +11	+3%	+$395	0.01%	198
2022 Q4	$10.4K	Buy	+333	New	+$9.45K	0.01%	216
2022 Q3	–	Sell	-363	Closed	-$12K	–	1458
2022 Q2	$12K	Buy	+363	New	+$11.8K	0.01%	156

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Schubert & Co's HSBC Position: Q2 2023 in Review

Schubert & Co sold out of HSBC (HSBC) in Q2 2023, closing a stake of 344 shares — an estimated $11.7K sold.

Schubert & Co first reported a position in HSBC in Q2 2022 and held it in 3 quarters. The position peaked at $12K in Q2 2022. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

Schubert & Co reported no remaining HSBC position as of Q2 2023 after selling out during the quarter.
Schubert & Co sold 344 HSBC shares in Q2 2023, an estimated $11.7K.
Schubert & Co first reported a position in HSBC in Q2 2022 and held it in 3 quarters.
Schubert & Co's HSBC position peaked at $12K in Q2 2022.
364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.