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Steward Financial Group’s HDFC Bank HDB Stock Holding History

Steward Financial Group’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
2023
Q3 		$11K Hold
378
– – ﹤0.01% 353
2023
Q2 		$13K Buy
378
+352
+1,354% +$11.9K ﹤0.01% 315
2023
Q1 		$0 Hold
26
– – ﹤0.01% 805
2022
Q4 		$0 Buy
+26
New +$844 ﹤0.01% 653
2022
Q3 		– Sell
-26
Closed – – 613
2022
Q2 		$0 Buy
+26
New +$733 ﹤0.01% 1136

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 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

Steward Financial Group's HDB Position: Q3 2023 in Review

Steward Financial Group held its HDFC Bank (HDB) position steady in Q3 2023 at 378 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #353.

Steward Financial Group first reported a position in HDB in Q2 2022 and has held it in 5 quarters since. The position peaked at $13K in Q2 2023. 531 funds tracked by Wall St. Rank hold HDB as of Q3 2023.

  • Steward Financial Group held 378 shares of HDFC Bank worth $11K as of Q3 2023.
  • Steward Financial Group left its HDFC Bank share count unchanged in Q3 2023.
  • HDFC Bank made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #353 holding.
  • Steward Financial Group first reported a position in HDFC Bank in Q2 2022 and has held it in 5 quarters since.
  • Steward Financial Group's HDFC Bank position peaked at $13K in Q2 2023.
  • 531 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.