SVB Wealth’s HDFC Bank HDB Stock Holding History

SVB Wealth’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
2025 Q2	–	Sell	-5,394	Closed	-$179K	–	994
2025 Q1	$179K	Sell	5,394 -1,368	-20%	-$41.7K	0.01%	323
2024 Q4	$216K	Buy	+6,762	New	+$216K	﹤0.01%	660
2024 Q3	–	Sell	-8,052	Closed	-$259K	–	261
2024 Q2	$259K	Buy	+8,052	New	+$236K	0.01%	603
2020 Q1	–	Sell	-7,076	Closed	-$224K	–	637
2019 Q4	$224K	Buy	+7,076	New	+$215K	﹤0.01%	555
2017 Q1	–	Sell	-13,476	Closed	-$204K	–	496
2016 Q4	$204K	Sell	13,476 -22,424	-62%	-$375K	0.01%	469
2016 Q3	$645K	Sell	35,900 -13,508	-27%	-$237K	0.03%	301
2016 Q2	$820K	Sell	49,408 -6,608	-12%	-$105K	0.03%	279
2016 Q1	$863K	Buy	56,016 +5,216	+10%	+$74.5K	0.04%	274
2015 Q4	$782K	Sell	50,800 -23,048	-31%	-$348K	0.03%	301
2015 Q3	$1.13M	Buy	73,848 +11,368	+18%	+$172K	0.04%	282
2015 Q2	$945K	Buy	62,480 +2,480	+4%	+$36K	0.03%	326
2015 Q1	$883K	Buy	60,000 +1,732	+3%	+$25.3K	0.03%	330
2014 Q4	$739K	Buy	+58,268	New	+$735K	0.02%	343

Other funds holding HDB

GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

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

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Temasek Holdings

Temasek Holdings Singapore $29.7B AUM 13.98% 1-Year Est. Return

Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return