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Sit Investment Associates’s HSBC HSBC Stock Holding History

Sit Investment Associates’s Portfolio HSBC Stock Details HSBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-16,425
Closed -$629K – 535
2019
Q3 		$629K Hold
16,425
– – 0.02% 367
2019
Q2 		$686K Sell
16,425
-11,326
-41% -$474K 0.02% 374
2019
Q1 		$1.11M Sell
27,751
-47,119
-63% -$1.9M 0.04% 326
2018
Q4 		$2.97M Sell
74,870
-9,274
-11% -$371K 0.1% 208
2018
Q3 		$3.53M Sell
84,144
-935
-1% -$40.5K 0.09% 201
2018
Q2 		$3.78M Sell
85,079
-999
-1% -$45.8K 0.1% 217
2018
Q1 		$3.83M Sell
86,078
-698
-0.8% -$33.2K 0.09% 217
2017
Q4 		$4.09M Buy
86,776
+2,955
+4% +$134K 0.1% 212
2017
Q3 		$3.78M Buy
83,821
+1,477
+2% +$65.3K 0.09% 219
2017
Q2 		$3.49M Sell
82,344
-421
-0.5% -$16.3K 0.09% 213
2017
Q1 		$3.05M Buy
82,765
+26,375
+47% +$991K 0.08% 223
2016
Q4 		$2.05M Sell
56,390
-8,912
-14% -$316K 0.05% 251
2016
Q3 		$2.22M Sell
65,302
-7,697
-11% -$242K 0.06% 238
2016
Q2 		$2.04M Sell
72,999
-13,760
-16% -$389K 0.05% 248
2016
Q1 		$2.41M Sell
86,759
-842
-1% -$24.9K 0.04% 234
2015
Q4 		$3.08M Buy
87,601
+292
+0.3% +$10.3K 0.06% 208
2015
Q3 		$2.95M Buy
87,309
+12,744
+17% +$476K 0.06% 208
2015
Q2 		$2.98M Buy
+74,565
New +$3.11M 0.05% 200
2015
Q1 		– Sell
-60,790
Closed -$2.47M – 439
2014
Q4 		$2.47M Buy
60,790
+13,706
+29% +$584K 0.04% 251
2014
Q3 		$2.06M Hold
47,084
– – 0.04% 267
2014
Q2 		$2.06M Sell
47,084
-9,377
-17% -$418K 0.04% 290
2014
Q1 		$2.47M Buy
56,461
+4,027
+8% +$183K 0.04% 269
2013
Q4 		$2.49M Buy
52,434
+2,495
+5% +$118K 0.04% 265
2013
Q3 		$2.33M Buy
49,939
+1,015
+2% +$48.2K 0.04% 254
2013
Q2 		$2.19M Buy
+48,924
New +$2.29M 0.04% 256

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Sit Investment Associates's HSBC Position: Q4 2019 in Review

Sit Investment Associates sold out of HSBC (HSBC) in Q4 2019, closing a stake of 16,425 shares — an estimated $629K sold.

Sit Investment Associates first reported a position in HSBC in Q2 2013 and held it in 25 quarters. The position peaked at $4.09M in Q4 2017. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Sit Investment Associates reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
  • Sit Investment Associates sold 16,425 HSBC shares in Q4 2019, an estimated $629K.
  • Sit Investment Associates first reported a position in HSBC in Q2 2013 and held it in 25 quarters.
  • Sit Investment Associates's HSBC position peaked at $4.09M in Q4 2017.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Sit Investment Associates's 13F filing for Q4 2019, filed 13 Feb 2020.