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

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Viking Global Investors

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Baillie Gifford & Co

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Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fiera Capital (Canada)

Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Capital Research Global Investors

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return