Sterling Capital Management’s HSBC HSBC Stock Holding History

Sterling 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
2019 Q3	$404K	Buy	10,549 +10	+0.1%	+$388	﹤0.01%	777
2019 Q2	$440K	Buy	+10,539	New	+$441K	﹤0.01%	770
2017 Q1	–	Sell	-10,038	Closed	-$364K	–	972
2016 Q4	$364K	Buy	+10,038	New	+$356K	﹤0.01%	815
2016 Q1	–	Sell	-8,526	Closed	-$300K	–	943
2015 Q4	$300K	Buy	+8,526	New	+$301K	﹤0.01%	869
2013 Q3	–	Sell	-88,941	Closed	-$3.98M	–	673
2013 Q2	$3.98M	Buy	+88,941	New	+$4.16M	0.05%	166

Other funds holding HSBC

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

SCCM

Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Sterling Capital Management's HSBC Position: Q3 2019 in Review

Sterling Capital Management increased its HSBC (HSBC) stake by 0.09% in Q3 2019, buying an estimated $388 and bringing the position to 10,549 shares worth $404K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Sterling Capital Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since. The position peaked at $3.98M in Q2 2013. 386 funds tracked by Wall St. Rank hold HSBC as of Q3 2019.

Sterling Capital Management held 10,549 shares of HSBC worth $404K as of Q3 2019.
Sterling Capital Management bought 10 HSBC shares in Q3 2019, an estimated $388.
HSBC made up ﹤0.01% of Sterling Capital Management's portfolio in Q3 2019, its #777 holding.
Sterling Capital Management first reported a position in HSBC in Q2 2013 and has held it in 5 quarters since.
Sterling Capital Management's HSBC position peaked at $3.98M in Q2 2013.
386 funds tracked by Wall St. Rank held HSBC as of Q3 2019.

Based on Sterling Capital Management's 13F filing for Q3 2019, filed 14 Nov 2019.