SFS
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Sowell Financial Services’s HDFC Bank HDB Stock Holding History

Sowell Financial Services’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
2021
Q2 		– Sell
-10,160
Closed -$358K – 1456
2021
Q1 		$358K Buy
10,160
+8,836
+667% +$346K 0.01% 767
2020
Q4 		$48K Buy
1,324
+1,270
+2,352% +$40.5K ﹤0.01% 1417
2020
Q3 		$1K Sell
54
-6
-10% -$146 ﹤0.01% 2372
2020
Q2 		$1K Hold
60
– – ﹤0.01% 2308
2020
Q1 		$1K Sell
60
-574
-91% -$15.4K ﹤0.01% 2248
2019
Q4 		$20K Buy
634
+494
+353% +$15K ﹤0.01% 1435
2019
Q3 		$4K Buy
+140
New +$3.98K ﹤0.01% 1840

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Sowell Financial Services's HDB Position: Q2 2021 in Review

Sowell Financial Services sold out of HDFC Bank (HDB) in Q2 2021, closing a stake of 10,160 shares — an estimated $358K sold.

Sowell Financial Services first reported a position in HDB in Q3 2019 and held it in 7 quarters. The position peaked at $358K in Q1 2021. 524 funds tracked by Wall St. Rank hold HDB as of Q2 2021.

  • Sowell Financial Services reported no remaining HDFC Bank position as of Q2 2021 after selling out during the quarter.
  • Sowell Financial Services sold 10,160 HDFC Bank shares in Q2 2021, an estimated $358K.
  • Sowell Financial Services first reported a position in HDFC Bank in Q3 2019 and held it in 7 quarters.
  • Sowell Financial Services's HDFC Bank position peaked at $358K in Q1 2021.
  • 524 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2021.

Based on Sowell Financial Services's 13F filing for Q2 2021, filed 5 Aug 2021.