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Squar Milner Financial Services’s HDFC Bank HDB Stock Holding History

Squar Milner 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
2020
Q1 		– Sell
-632
Closed -$20K – 807
2019
Q4 		$20K Buy
+632
New +$19.2K 0.01% 522
2019
Q3 		– Sell
-88
Closed -$3K – 423
2019
Q2 		$3K Buy
+88
New +$2.65K ﹤0.01% 666

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Squar Milner Financial Services's HDB Position: Q1 2020 in Review

Squar Milner Financial Services sold out of HDFC Bank (HDB) in Q1 2020, closing a stake of 632 shares — an estimated $20K sold.

Squar Milner Financial Services first reported a position in HDB in Q2 2019 and held it in 2 quarters. The position peaked at $20K in Q4 2019. 440 funds tracked by Wall St. Rank hold HDB as of Q1 2020.

  • Squar Milner Financial Services reported no remaining HDFC Bank position as of Q1 2020 after selling out during the quarter.
  • Squar Milner Financial Services sold 632 HDFC Bank shares in Q1 2020, an estimated $20K.
  • Squar Milner Financial Services first reported a position in HDFC Bank in Q2 2019 and held it in 2 quarters.
  • Squar Milner Financial Services's HDFC Bank position peaked at $20K in Q4 2019.
  • 440 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2020.

Based on Squar Milner Financial Services's 13F filing for Q1 2020, filed 22 Apr 2020.