Shine Investment Advisory Services’s HDFC Bank HDB Stock Holding History

Shine Investment Advisory Services’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
2020 Q3	$251K	Buy	10,040 +970	+11%	+$23.5K	0.09%	117
2020 Q2	$206K	Buy	9,070 +1,492	+20%	+$30.6K	0.08%	119
2020 Q1	$146K	Hold	7,578	–	–	0.07%	136
2019 Q4	$240K	Buy	7,578 +106	+1%	+$3.23K	0.1%	114
2019 Q3	$213K	Sell	7,472 -440	-6%	-$12.5K	0.1%	107
2019 Q2	$257K	Sell	7,912 -80	-1%	-$2.41K	0.12%	98
2019 Q1	$232K	Hold	7,992	–	–	0.11%	104
2018 Q4	$207K	Sell	7,992 -732	-8%	-$17.3K	0.1%	101
2018 Q3	$205K	Hold	8,724	–	–	0.11%	103
2018 Q2	$229K	Buy	8,724 +1,616	+23%	+$40.4K	0.12%	94
2018 Q1	$176K	Hold	7,108	–	–	0.09%	107
2017 Q4	$181K	Sell	7,108 -56	-0.8%	-$1.34K	0.09%	106
2017 Q3	$173K	Hold	7,164	–	–	0.09%	103
2017 Q2	$156K	Buy	+7,164	New	+$150K	0.08%	106

Other funds holding HDB

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return

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

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Shine Investment Advisory Services's HDB Position: Q3 2020 in Review

Shine Investment Advisory Services increased its HDFC Bank (HDB) stake by 11% in Q3 2020, buying an estimated $23.5K and bringing the position to 10,040 shares worth $251K. The position accounts for 0.09% of the portfolio, ranked #117.

Shine Investment Advisory Services first reported a position in HDB in Q2 2017 and has held it in 14 quarters since. The position peaked at $257K in Q2 2019. 435 funds tracked by Wall St. Rank hold HDB as of Q3 2020.

Shine Investment Advisory Services held 10,040 shares of HDFC Bank worth $251K as of Q3 2020.
Shine Investment Advisory Services bought 970 HDFC Bank shares in Q3 2020, an estimated $23.5K.
HDFC Bank made up 0.09% of Shine Investment Advisory Services's portfolio in Q3 2020, its #117 holding.
Shine Investment Advisory Services first reported a position in HDFC Bank in Q2 2017 and has held it in 14 quarters since.
Shine Investment Advisory Services's HDFC Bank position peaked at $257K in Q2 2019.
435 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2020.

Based on Shine Investment Advisory Services's 13F filing for Q3 2020, filed 3 Nov 2020.