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Trilogy Global Advisors’s HDFC Bank HDB Stock Holding History

Trilogy Global Advisors’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
2018
Q4 		$71K Buy
2,733,192
+104,420
+4% +$2.47M 9.97% 3
2018
Q3 		$61.8M Buy
2,628,772
+57,696
+2% +$1.47M 6.89% 4
2018
Q2 		$67.5M Buy
2,571,076
+250,296
+11% +$6.25M 6.67% 4
2018
Q1 		$57.3M Sell
2,320,780
-1,194,752
-34% -$30.1M 5.29% 4
2017
Q4 		$89.4M Buy
3,515,532
+278,456
+9% +$6.67M 5.66% 5
2017
Q3 		$78M Sell
3,237,076
-2,151,644
-40% -$51.1M 4.92% 5
2017
Q2 		$117M Sell
5,388,720
-290,176
-5% -$6.06M 3.93% 4
2017
Q1 		$107M Sell
5,678,896
-13,232
-0.2% -$230K 3.58% 6
2016
Q4 		$86.3M Buy
+5,692,128
New +$95.2M 2.9% 8
2016
Q3 		– Sell
-108,052
Closed -$1.79M – 87
2016
Q2 		$1.79M Sell
108,052
-4,080
-4% -$65K 0.06% 82
2016
Q1 		$1.73M Hold
112,132
– – 0.05% 81
2015
Q4 		$1.73M Sell
112,132
-4,320
-4% -$65.3K 0.04% 79
2015
Q3 		$1.78M Hold
116,452
– – 0.05% 79
2015
Q2 		$1.76M Sell
116,452
-1,272
-1% -$18.5K 0.04% 84
2015
Q1 		$1.73M Sell
117,724
-3,240
-3% -$47.3K 0.04% 82
2014
Q4 		$1.53M Hold
120,964
– – 0.03% 80
2014
Q3 		$1.41M Sell
120,964
-2,656
-2% -$32.2K 0.03% 81
2014
Q2 		$1.45M Sell
123,620
-6,000
-5% -$65.8K 0.03% 84
2014
Q1 		$1.33M Sell
129,620
-242,412
-65% -$2.11M 0.03% 87
2013
Q4 		$3.2M Hold
372,032
– – 0.07% 89
2013
Q3 		$2.86M Sell
372,032
-10,712
-3% -$88.1K 0.06% 85
2013
Q2 		$3.47M Buy
+382,744
New +$3.79M 0.08% 83

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Trilogy Global Advisors's HDB Position: Q4 2018 in Review

Trilogy Global Advisors increased its HDFC Bank (HDB) stake by 4% in Q4 2018, buying an estimated $2.47M and bringing the position to 2,733,192 shares worth $71K. The position accounts for 9.97% of the portfolio, ranked #3.

Trilogy Global Advisors first reported a position in HDB in Q2 2013 and has held it in 22 quarters since. The position peaked at $117M in Q2 2017. 407 funds tracked by Wall St. Rank hold HDB as of Q4 2018.

  • Trilogy Global Advisors held 2,733,192 shares of HDFC Bank worth $71K as of Q4 2018.
  • Trilogy Global Advisors bought 104,420 HDFC Bank shares in Q4 2018, an estimated $2.47M.
  • HDFC Bank made up 9.97% of Trilogy Global Advisors's portfolio in Q4 2018, its #3 holding.
  • Trilogy Global Advisors first reported a position in HDFC Bank in Q2 2013 and has held it in 22 quarters since.
  • Trilogy Global Advisors's HDFC Bank position peaked at $117M in Q2 2017.
  • 407 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2018.

Based on Trilogy Global Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.