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Simplicity Solutions’s HDFC Bank HDB Stock Holding History

Simplicity Solutions’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
Q4 		$1.06M Buy
31,576
+2,092
+7% +$63.1K 0.03% 427
2023
Q3 		$870K Buy
29,484
+1,560
+6% +$50.8K 0.03% 451
2023
Q2 		$973K Sell
27,924
-194
-0.7% -$6.54K 0.03% 471
2023
Q1 		$937K Buy
28,118
+9,816
+54% +$328K 0.02% 502
2022
Q4 		$626K Buy
18,302
+2,132
+13% +$69.2K 0.09% 281
2022
Q3 		$472K Buy
+16,170
New +$497K 0.07% 329
2019
Q3 		– Sell
-9,584
Closed -$312K – 740
2019
Q2 		$312K Buy
+9,584
New +$289K 0.01% 476
2018
Q1 		– Sell
-10,008
Closed -$254K – 386
2017
Q4 		$254K Buy
10,008
+1,212
+14% +$29K 0.02% 318
2017
Q3 		$212K Sell
8,796
-52,596
-86% -$1.25M 0.14% 194
2017
Q2 		$1.33M Buy
61,392
+5,208
+9% +$109K 0.16% 109
2017
Q1 		$1.06M Buy
56,184
+9,348
+20% +$163K 0.16% 129
2016
Q4 		$711K Buy
46,836
+26,164
+127% +$438K 0.16% 152
2016
Q3 		$372K Buy
20,672
+756
+4% +$13.3K 0.18% 141
2016
Q2 		$330K Buy
19,916
+2,220
+13% +$35.4K 0.18% 156
2016
Q1 		$273K Sell
17,696
-114,780
-87% -$1.64M 0.17% 170
2015
Q4 		$2.04M Buy
+132,476
New +$2M 0.24% 112

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Simplicity Solutions's HDB Position: Q4 2023 in Review

Simplicity Solutions increased its HDFC Bank (HDB) stake by 7.1% in Q4 2023, buying an estimated $63.1K and bringing the position to 31,576 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #427.

Simplicity Solutions first reported a position in HDB in Q4 2015 and has held it in 16 quarters since. The position peaked at $2.04M in Q4 2015. 557 funds tracked by Wall St. Rank hold HDB as of Q4 2023.

  • Simplicity Solutions held 31,576 shares of HDFC Bank worth $1.06M as of Q4 2023.
  • Simplicity Solutions bought 2,092 HDFC Bank shares in Q4 2023, an estimated $63.1K.
  • HDFC Bank made up 0.03% of Simplicity Solutions's portfolio in Q4 2023, its #427 holding.
  • Simplicity Solutions first reported a position in HDFC Bank in Q4 2015 and has held it in 16 quarters since.
  • Simplicity Solutions's HDFC Bank position peaked at $2.04M in Q4 2015.
  • 557 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2023.

Based on Simplicity Solutions's 13F filing for Q4 2023, filed 29 Jan 2024.