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Stellar Capital Management’s HSBC HSBC Stock Holding History

Stellar 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
Q2 		– Sell
-70,013
Closed -$1.96M – 77
2020
Q1 		$1.96M Sell
70,013
-5,885
-8% -$204K 1.61% 26
2019
Q4 		$2.97M Sell
75,898
-2,160
-3% -$81.9K 1.74% 24
2019
Q3 		$2.99M Buy
78,058
+2,539
+3% +$98.4K 1.92% 23
2019
Q2 		$3.06M Sell
75,519
-899
-1% -$37.7K 2% 19
2019
Q1 		$3.06M Sell
76,418
-532
-0.7% -$21.4K 2% 19
2018
Q4 		$3.05M Sell
76,950
-5,635
-7% -$226K 2.39% 12
2018
Q3 		$3.46M Buy
82,585
+1,237
+2% +$53.6K 2.22% 14
2018
Q2 		$3.61M Buy
81,348
+768
+1% +$35.2K 2.37% 10
2018
Q1 		$3.58M Buy
80,580
+2,767
+4% +$132K 2.31% 10
2017
Q4 		$3.67M Buy
77,813
+3,113
+4% +$141K 2.44% 12
2017
Q3 		$3.37M Buy
74,700
+695
+0.9% +$30.7K 2.37% 13
2017
Q2 		$3.14M Buy
74,005
+213
+0.3% +$8.27K 2.28% 15
2017
Q1 		$2.72M Buy
+73,792
New +$2.77M 2.07% 18

Other funds holding HSBC

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Stellar Capital Management's HSBC Position: Q2 2020 in Review

Stellar Capital Management sold out of HSBC (HSBC) in Q2 2020, closing a stake of 70,013 shares — an estimated $1.96M sold.

Stellar Capital Management first reported a position in HSBC in Q1 2017 and held it in 13 quarters. The position peaked at $3.67M in Q4 2017. 273 funds tracked by Wall St. Rank hold HSBC as of Q2 2020.

  • Stellar Capital Management reported no remaining HSBC position as of Q2 2020 after selling out during the quarter.
  • Stellar Capital Management sold 70,013 HSBC shares in Q2 2020, an estimated $1.96M.
  • Stellar Capital Management first reported a position in HSBC in Q1 2017 and held it in 13 quarters.
  • Stellar Capital Management's HSBC position peaked at $3.67M in Q4 2017.
  • 273 funds tracked by Wall St. Rank held HSBC as of Q2 2020.

Based on Stellar Capital Management's 13F filing for Q2 2020, filed 17 Aug 2020.