Susquehanna Fundamental Investments’s HSBC HSBC Stock Holding History

Susquehanna Fundamental 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
2023 Q4	–	Sell	-139,998	Closed	-$5.52M	–	185
2023 Q3	$5.52M	Hold	139,998	–	–	0.36%	81
2023 Q2	$5.55M	Hold	139,998	–	–	0.2%	137
2023 Q1	$4.78M	Hold	139,998	–	–	0.11%	229
2022 Q4	$4.36M	Buy	139,998 +83,637	+148%	+$2.37M	0.08%	326
2022 Q3	$1.47M	Buy	+56,361	New	+$1.75M	0.03%	677
2022 Q1	$2.56M	Buy	74,966 +19,370	+35%	+$668K	0.05%	493
2021 Q4	$1.68M	Buy	+55,596	New	+$1.62M	0.04%	481

Other funds holding HSBC

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return

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

Susquehanna Fundamental Investments's HSBC Position: Q4 2023 in Review

Susquehanna Fundamental Investments sold out of HSBC (HSBC) in Q4 2023, closing a stake of 139,998 shares — an estimated $5.52M sold.

Susquehanna Fundamental Investments first reported a position in HSBC in Q4 2021 and held it in 7 quarters. The position peaked at $5.55M in Q2 2023. 412 funds tracked by Wall St. Rank hold HSBC as of Q4 2023.

Susquehanna Fundamental Investments reported no remaining HSBC position as of Q4 2023 after selling out during the quarter.
Susquehanna Fundamental Investments sold 139,998 HSBC shares in Q4 2023, an estimated $5.52M.
Susquehanna Fundamental Investments first reported a position in HSBC in Q4 2021 and held it in 7 quarters.
Susquehanna Fundamental Investments's HSBC position peaked at $5.55M in Q2 2023.
412 funds tracked by Wall St. Rank held HSBC as of Q4 2023.

Based on Susquehanna Fundamental Investments's 13F filing for Q4 2023, filed 14 Feb 2024.