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Shepherd Financial Partners’s HDFC Bank HDB Stock Holding History

Shepherd Financial Partners’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
Q3 		– Sell
-19,118
Closed -$666K – 192
2023
Q2 		$666K Hold
19,118
– – 0.1% 112
2023
Q1 		$637K Sell
19,118
-136
-0.7% -$4.55K 0.11% 110
2022
Q4 		$659K Buy
19,254
+152
+0.8% +$4.93K 0.12% 102
2022
Q3 		$558K Buy
19,102
+144
+0.8% +$4.43K 0.11% 109
2022
Q2 		$521K Sell
18,958
-224
-1% -$6.32K 0.1% 108
2022
Q1 		$590K Buy
19,182
+312
+2% +$10.1K 0.11% 111
2021
Q4 		$614K Buy
18,870
+446
+2% +$15.6K 0.11% 105
2021
Q3 		$676K Buy
18,424
+66
+0.4% +$2.45K 0.13% 99
2021
Q2 		$671K Buy
18,358
+210
+1% +$7.69K 0.13% 100
2021
Q1 		$705K Buy
18,148
+250
+1% +$9.8K 0.16% 100
2020
Q4 		$648K Buy
17,898
+166
+0.9% +$5.29K 0.15% 99
2020
Q3 		$443K Buy
17,732
+1,072
+6% +$26K 0.1% 97
2020
Q2 		$379K Buy
16,660
+708
+4% +$14.5K 0.1% 95
2020
Q1 		$307K Buy
+15,952
New +$429K 0.11% 96

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Shepherd Financial Partners's HDB Position: Q3 2023 in Review

Shepherd Financial Partners sold out of HDFC Bank (HDB) in Q3 2023, closing a stake of 19,118 shares — an estimated $666K sold.

Shepherd Financial Partners first reported a position in HDB in Q1 2020 and held it in 14 quarters. The position peaked at $705K in Q1 2021. 531 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • Shepherd Financial Partners reported no remaining HDFC Bank position as of Q3 2023 after selling out during the quarter.
  • Shepherd Financial Partners sold 19,118 HDFC Bank shares in Q3 2023, an estimated $666K.
  • Shepherd Financial Partners first reported a position in HDFC Bank in Q1 2020 and held it in 14 quarters.
  • Shepherd Financial Partners's HDFC Bank position peaked at $705K in Q1 2021.
  • 531 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Shepherd Financial Partners's 13F filing for Q3 2023, filed 8 Nov 2023.