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Sweeney & Michel’s HDFC Bank HDB Stock Holding History

Sweeney & Michel’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
2024
Q3 		– Sell
-10,412
Closed -$319K – 123
2024
Q2 		$319K Buy
10,412
+8
+0.1% +$234 0.14% 92
2024
Q1 		$291K Buy
+10,404
New +$295K 0.13% 93
2023
Q3 		$253K Buy
8,934
+692
+8% +$22.5K 0.13% 93
2023
Q2 		$274K Buy
8,242
+104
+1% +$3.51K 0.14% 89
2023
Q1 		$262K Buy
+8,138
New +$272K 0.14% 90

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return

Sweeney & Michel's HDB Position: Q3 2024 in Review

Sweeney & Michel sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 10,412 shares — an estimated $319K sold.

Sweeney & Michel first reported a position in HDB in Q1 2023 and held it in 5 quarters. The position peaked at $319K in Q2 2024. 597 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

  • Sweeney & Michel reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
  • Sweeney & Michel sold 10,412 HDFC Bank shares in Q3 2024, an estimated $319K.
  • Sweeney & Michel first reported a position in HDFC Bank in Q1 2023 and held it in 5 quarters.
  • Sweeney & Michel's HDFC Bank position peaked at $319K in Q2 2024.
  • 597 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Sweeney & Michel's 13F filing for Q3 2024, filed 21 Oct 2024.