Simplicity Wealth’s HDFC Bank HDB Stock Holding History

Simplicity Wealth’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
2024 Q2	–	Sell	-8,242	Closed	-$231K	–	1271
2024 Q1	$231K	Buy	+8,242	New	+$234K	0.01%	1012

Other funds holding HDB

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

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

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Simplicity Wealth's HDB Position: Q2 2024 in Review

Simplicity Wealth sold out of HDFC Bank (HDB) in Q2 2024, closing a stake of 8,242 shares — an estimated $231K sold.

Simplicity Wealth first reported a position in HDB in Q1 2024 and held it in 1 quarter. The position peaked at $231K in Q1 2024. 570 funds tracked by Wall St. Rank hold HDB as of Q2 2024.

Simplicity Wealth reported no remaining HDFC Bank position as of Q2 2024 after selling out during the quarter.
Simplicity Wealth sold 8,242 HDFC Bank shares in Q2 2024, an estimated $231K.
Simplicity Wealth first reported a position in HDFC Bank in Q1 2024 and held it in 1 quarter.
Simplicity Wealth's HDFC Bank position peaked at $231K in Q1 2024.
570 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2024.

Based on Simplicity Wealth's 13F filing for Q2 2024, filed 10 Jul 2024.