SGI
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Summit Global Investments’s HSBC HSBC Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-31,540
Closed -$1.56M – 501
2024
Q4 		$1.56M Buy
+31,540
New +$1.46M 0.1% 152
2024
Q1 		– Sell
-102,083
Closed -$4.14M – 543
2023
Q4 		$4.14M Sell
102,083
-695
-0.7% -$26.9K 0.27% 81
2023
Q3 		$4.06M Sell
102,778
-2,199
-2% -$86.7K 0.27% 78
2023
Q2 		$4.16M Buy
104,977
+1,480
+1% +$55.2K 0.28% 89
2023
Q1 		$3.53M Buy
103,497
+20,033
+24% +$719K 0.27% 92
2022
Q4 		$2.6M Buy
83,464
+435
+0.5% +$12.3K 0.22% 116
2022
Q3 		$2.17M Buy
83,029
+74,923
+924% +$2.33M 0.2% 120
2022
Q2 		$265K Sell
8,106
-37
-0.5% -$1.2K 0.02% 416
2022
Q1 		$279K Buy
+8,143
New +$281K 0.02% 419

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return

Summit Global Investments's HSBC Position: Q1 2025 in Review

Summit Global Investments sold out of HSBC (HSBC) in Q1 2025, closing a stake of 31,540 shares — an estimated $1.56M sold.

Summit Global Investments first reported a position in HSBC in Q1 2022 and held it in 9 quarters. The position peaked at $4.16M in Q2 2023. 506 funds tracked by Wall St. Rank hold HSBC as of Q1 2025.

  • Summit Global Investments reported no remaining HSBC position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 31,540 HSBC shares in Q1 2025, an estimated $1.56M.
  • Summit Global Investments first reported a position in HSBC in Q1 2022 and held it in 9 quarters.
  • Summit Global Investments's HSBC position peaked at $4.16M in Q2 2023.
  • 506 funds tracked by Wall St. Rank held HSBC as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.