Transatlantique Private Wealth’s HDFC Bank HDB Stock Holding History

Transatlantique Private 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
2024 Q3	–	Sell	-8,380	Closed	-$270K	–	217
2024 Q2	$270K	Hold	8,380	–	–	0.11%	176
2024 Q1	$235K	Sell	8,380 -626	-7%	-$17.8K	0.1%	197
2023 Q4	$302K	Hold	9,006	–	–	0.14%	181
2023 Q3	$266K	Buy	9,006 +100	+1%	+$3.26K	0.14%	178
2023 Q2	$310K	Hold	8,906	–	–	0.16%	175
2023 Q1	$297K	Buy	8,906 +70	+0.8%	+$2.34K	0.16%	170
2022 Q4	$302K	Sell	8,836 -966	-10%	-$31.4K	0.18%	158
2022 Q3	$286K	Hold	9,802	–	–	0.19%	161
2022 Q2	$269K	Buy	+9,802	New	+$276K	0.19%	172

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Transatlantique Private Wealth's HDB Position: Q3 2024 in Review

Transatlantique Private Wealth sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 8,380 shares — an estimated $270K sold.

Transatlantique Private Wealth first reported a position in HDB in Q2 2022 and held it in 9 quarters. The position peaked at $310K in Q2 2023. 600 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

Transatlantique Private Wealth reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
Transatlantique Private Wealth sold 8,380 HDFC Bank shares in Q3 2024, an estimated $270K.
Transatlantique Private Wealth first reported a position in HDFC Bank in Q2 2022 and held it in 9 quarters.
Transatlantique Private Wealth's HDFC Bank position peaked at $310K in Q2 2023.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Transatlantique Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.