Solel Partners’s HDFC Bank HDB Stock Holding History

Solel Partners’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
2025 Q1	–	Sell	-352,000	Closed	-$11.2M	–	22
2024 Q4	$11.2M	Hold	352,000	–	–	2.2%	13
2024 Q3	$11M	Sell	352,000 -480,800	-58%	-$14.8M	2.16%	13
2024 Q2	$26.8M	Hold	832,800	–	–	4.36%	13
2024 Q1	$23.3M	Sell	832,800 -173,200	-17%	-$4.91M	3.86%	14
2023 Q4	$33.8M	Buy	1,006,000 +406,000	+68%	+$12.2M	4.75%	9
2023 Q3	$17.7M	Hold	600,000	–	–	2.64%	18
2023 Q2	$20.9M	Hold	600,000	–	–	3.3%	15
2023 Q1	$20M	Hold	600,000	–	–	4.09%	10
2022 Q4	$20.5M	Hold	600,000	–	–	4.6%	10
2022 Q3	$17.5M	Hold	600,000	–	–	3.15%	13
2022 Q2	$16.5M	Hold	600,000	–	–	3.04%	14
2022 Q1	$18.4M	Hold	600,000	–	–	3.98%	12
2021 Q4	$19.5M	Hold	600,000	–	–	4.2%	11
2021 Q3	$21.9M	Hold	600,000	–	–	4.41%	11
2021 Q2	$21.9M	Hold	600,000	–	–	5.31%	8
2021 Q1	$23.3M	Hold	600,000	–	–	5.81%	7
2020 Q4	$21.7M	Hold	600,000	–	–	5.35%	7
2020 Q3	$15M	Hold	600,000	–	–	4.81%	10
2020 Q2	$13.6M	Buy	+600,000	New	+$12.3M	5.17%	9

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Solel Partners's HDB Position: Q1 2025 in Review

Solel Partners sold out of HDFC Bank (HDB) in Q1 2025, closing a stake of 352,000 shares — an estimated $11.2M sold.

Solel Partners first reported a position in HDB in Q2 2020 and held it in 19 quarters. The position peaked at $33.8M in Q4 2023. 630 funds tracked by Wall St. Rank hold HDB as of Q1 2025.

Solel Partners reported no remaining HDFC Bank position as of Q1 2025 after selling out during the quarter.
Solel Partners sold 352,000 HDFC Bank shares in Q1 2025, an estimated $11.2M.
Solel Partners first reported a position in HDFC Bank in Q2 2020 and held it in 19 quarters.
Solel Partners's HDFC Bank position peaked at $33.8M in Q4 2023.
630 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2025.

Based on Solel Partners's 13F filing for Q1 2025, filed 15 May 2025.