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SOL Capital Management’s HSBC HSBC Stock Holding History

SOL Capital Management’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
2020
Q1 		– Sell
-5,294
Closed -$207K – 221
2019
Q4 		$207K Sell
5,294
-744
-12% -$28.2K 0.05% 228
2019
Q3 		$231K Buy
6,038
+167
+3% +$6.47K 0.06% 220
2019
Q2 		$245K Sell
5,871
-97
-2% -$4.06K 0.07% 218
2019
Q1 		$239K Sell
5,968
-149
-2% -$6K 0.07% 222
2018
Q4 		$242K Sell
6,117
-50
-0.8% -$2K 0.08% 208
2018
Q3 		$258K Sell
6,167
-28
-0.5% -$1.21K 0.07% 218
2018
Q2 		$275K Sell
6,195
-22
-0.4% -$1.01K 0.08% 206
2018
Q1 		$276K Sell
6,217
-130
-2% -$6.19K 0.08% 208
2017
Q4 		$299K Sell
6,347
-1,633
-20% -$73.8K 0.09% 201
2017
Q3 		$360K Sell
7,980
-111
-1% -$4.91K 0.1% 193
2017
Q2 		$343K Sell
8,091
-42
-0.5% -$1.63K 0.09% 196
2017
Q1 		$300K Sell
8,133
-23
-0.3% -$864 0.09% 192
2016
Q4 		$296K Buy
8,156
+25
+0.3% +$886 0.09% 192
2016
Q3 		$276K Sell
8,131
-60
-0.7% -$1.88K 0.09% 182
2016
Q2 		$229K Buy
+8,191
New +$232K 0.08% 186
2016
Q1 		– Sell
-6,789
Closed -$239K – 200
2015
Q4 		$239K Sell
6,789
-1,199
-15% -$42.3K 0.08% 179
2015
Q3 		$270K Buy
7,988
+16
+0.2% +$598 0.1% 165
2015
Q2 		$318K Sell
7,972
-48
-0.6% -$2K 0.12% 154
2015
Q1 		$301K Buy
8,020
+313
+4% +$12.2K 0.11% 157
2014
Q4 		$314K Sell
7,707
-470
-6% -$20K 0.12% 147
2014
Q3 		$359K Buy
8,177
+15
+0.2% +$683 0.15% 127
2014
Q2 		$357K Buy
8,162
+261
+3% +$11.6K 0.14% 129
2014
Q1 		$346K Hold
7,901
– – 0.14% 130
2013
Q4 		$375K Buy
7,901
+25
+0.3% +$1.18K 0.14% 122
2013
Q3 		$368K Buy
7,876
+331
+4% +$15.7K 0.15% 124
2013
Q2 		$337K Buy
+7,545
New +$353K 0.14% 126

Other funds holding HSBC

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SOL Capital Management's HSBC Position: Q1 2020 in Review

SOL Capital Management sold out of HSBC (HSBC) in Q1 2020, closing a stake of 5,294 shares — an estimated $207K sold.

SOL Capital Management first reported a position in HSBC in Q2 2013 and held it in 26 quarters. The position peaked at $375K in Q4 2013. 340 funds tracked by Wall St. Rank hold HSBC as of Q1 2020.

  • SOL Capital Management reported no remaining HSBC position as of Q1 2020 after selling out during the quarter.
  • SOL Capital Management sold 5,294 HSBC shares in Q1 2020, an estimated $207K.
  • SOL Capital Management first reported a position in HSBC in Q2 2013 and held it in 26 quarters.
  • SOL Capital Management's HSBC position peaked at $375K in Q4 2013.
  • 340 funds tracked by Wall St. Rank held HSBC as of Q1 2020.

Based on SOL Capital Management's 13F filing for Q1 2020, filed 22 Apr 2020.