TWI
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Thomas White International’s HSBC HSBC Stock Holding History

Thomas White International’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
Q2 		$4.43M Sell
111,793
-97
-0.1% -$3.62K 0.92% 30
2023
Q1 		$3.82M Buy
111,890
+52,371
+88% +$1.88M 0.81% 35
2022
Q4 		$1.85M Buy
+59,519
New +$1.69M 0.41% 83
2014
Q2 		– Sell
-106,127
Closed -$4.65M – 361
2014
Q1 		$4.65M Buy
106,127
+324
+0.3% +$14.7K 0.66% 57
2013
Q4 		$5.03M Buy
105,803
+3,403
+3% +$161K 0.72% 57
2013
Q3 		$4.79M Sell
102,400
-85,657
-46% -$4.06M 0.69% 58
2013
Q2 		$8.41M Buy
+188,057
New +$8.8M 1.35% 13

Other funds holding HSBC

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Thomas White International's HSBC Position: Q2 2023 in Review

Thomas White International reduced its HSBC (HSBC) stake by 0.09% in Q2 2023, selling an estimated $3.62K and leaving 111,793 shares worth $4.43M. The position accounts for 0.92% of the portfolio, ranked #30.

Thomas White International first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since. The position peaked at $8.41M in Q2 2013. 364 funds tracked by Wall St. Rank hold HSBC as of Q2 2023.

  • Thomas White International held 111,793 shares of HSBC worth $4.43M as of Q2 2023.
  • Thomas White International sold 97 HSBC shares in Q2 2023, an estimated $3.62K.
  • HSBC made up 0.92% of Thomas White International's portfolio in Q2 2023, its #30 holding.
  • Thomas White International first reported a position in HSBC in Q2 2013 and has held it in 7 quarters since.
  • Thomas White International's HSBC position peaked at $8.41M in Q2 2013.
  • 364 funds tracked by Wall St. Rank held HSBC as of Q2 2023.

Based on Thomas White International's 13F filing for Q2 2023, filed 14 Aug 2023.