Summit X LLC’s HSBC HSBC Stock Holding History

Summit X LLC’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 Q4	–	Sell	-26,105	Closed	-$1M	–	239
2019 Q3	$1M	Buy	26,105 +2,796	+12%	+$108K	0.4%	65
2019 Q2	$990K	Buy	23,309 +992	+4%	+$41.6K	0.4%	63
2019 Q1	$900K	Buy	22,317 +4,492	+25%	+$181K	0.39%	68
2018 Q4	$465K	Buy	17,825 +8,082	+83%	+$324K	0.27%	106
2018 Q3	$429K	Buy	+9,743	New	+$422K	0.21%	129

Other funds holding HSBC

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SCCM

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

Summit X LLC's HSBC Position: Q4 2019 in Review

Summit X LLC sold out of HSBC (HSBC) in Q4 2019, closing a stake of 26,105 shares — an estimated $1M sold.

Summit X LLC first reported a position in HSBC in Q3 2018 and held it in 5 quarters. The position peaked at $1M in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

Summit X LLC reported no remaining HSBC position as of Q4 2019 after selling out during the quarter.
Summit X LLC sold 26,105 HSBC shares in Q4 2019, an estimated $1M.
Summit X LLC first reported a position in HSBC in Q3 2018 and held it in 5 quarters.
Summit X LLC's HSBC position peaked at $1M in Q3 2019.
406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Summit X LLC's 13F filing for Q4 2019, filed 23 Jan 2020.