SXL
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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
2020
Q4 		– Sell
-509
Closed -$215 – 321
2020
Q3 		$215 Buy
+509
New +$11.2K ﹤0.01% 416
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

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Summit X LLC's HSBC Position: Q4 2020 in Review

Summit X LLC sold out of HSBC (HSBC) in Q4 2020, closing a stake of 509 shares — an estimated $215 sold.

Summit X LLC first reported a position in HSBC in Q3 2018 and held it in 6 quarters. The position peaked at $1M in Q3 2019. 269 funds tracked by Wall St. Rank hold HSBC as of Q4 2020.

  • Summit X LLC reported no remaining HSBC position as of Q4 2020 after selling out during the quarter.
  • Summit X LLC sold 509 HSBC shares in Q4 2020, an estimated $215.
  • Summit X LLC first reported a position in HSBC in Q3 2018 and held it in 6 quarters.
  • Summit X LLC's HSBC position peaked at $1M in Q3 2019.
  • 269 funds tracked by Wall St. Rank held HSBC as of Q4 2020.

Based on Summit X LLC's 13F filing for Q4 2020, filed 29 Jan 2021.