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Trellus Management Company’s HDFC Bank HDB Stock Holding History

Trellus Management Company’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
2020
Q3 		– Sell
-20,000
Closed -$455K – 64
2020
Q2 		$455K Buy
+20,000
New +$411K 0.49% 42
2018
Q3 		– Sell
-24,000
Closed -$630K – 68
2018
Q2 		$630K Hold
24,000
– – 0.93% 31
2018
Q1 		$593K Buy
+24,000
New +$605K 1.08% 31

Other funds holding HDB

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WCM Investment Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

Trellus Management Company's HDB Position: Q3 2020 in Review

Trellus Management Company sold out of HDFC Bank (HDB) in Q3 2020, closing a stake of 20,000 shares — an estimated $455K sold.

Trellus Management Company first reported a position in HDB in Q1 2018 and held it in 3 quarters. The position peaked at $630K in Q2 2018. 436 funds tracked by Wall St. Rank hold HDB as of Q3 2020.

  • Trellus Management Company reported no remaining HDFC Bank position as of Q3 2020 after selling out during the quarter.
  • Trellus Management Company sold 20,000 HDFC Bank shares in Q3 2020, an estimated $455K.
  • Trellus Management Company first reported a position in HDFC Bank in Q1 2018 and held it in 3 quarters.
  • Trellus Management Company's HDFC Bank position peaked at $630K in Q2 2018.
  • 436 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2020.

Based on Trellus Management Company's 13F filing for Q3 2020, filed 20 Oct 2020.