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Tuscan Ridge Asset Management’s HSBC HSBC Stock Holding History

Tuscan Ridge Asset Management’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
2019
Q4 		– Sell
-55,000
Closed -$2.1M – 315
2019
Q3 		$2.1M Sell
55,000
-50,400
-48% -$1.95M 0.12% 266
2019
Q2 		$4.4M Buy
105,400
+24,043
+30% +$1.01M 0.34% 72
2019
Q1 		$3.26M Buy
+81,357
New +$3.28M 0.24% 114

Other funds holding HSBC

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return

Tuscan Ridge Asset Management's HSBC Position: Q4 2019 in Review

Tuscan Ridge Asset Management reduced its HSBC (HSBC) stake by 49% in Q4 2019, selling an estimated $451K and leaving 12,499 shares worth $489K. The position accounts for 0.05% of the portfolio, ranked #158.

Tuscan Ridge Asset Management first reported a position in HSBC in Q1 2019 and has held it in 3 quarters since. The position peaked at $934K in Q3 2019. 406 funds tracked by Wall St. Rank hold HSBC as of Q4 2019.

  • Tuscan Ridge Asset Management held 12,499 shares of HSBC worth $489K as of Q4 2019.
  • Tuscan Ridge Asset Management sold 11,900 HSBC shares in Q4 2019, an estimated $451K.
  • HSBC made up 0.05% of Tuscan Ridge Asset Management's portfolio in Q4 2019, its #158 holding.
  • Tuscan Ridge Asset Management first reported a position in HSBC in Q1 2019 and has held it in 3 quarters since.
  • Tuscan Ridge Asset Management's HSBC position peaked at $934K in Q3 2019.
  • 406 funds tracked by Wall St. Rank held HSBC as of Q4 2019.

Based on Tuscan Ridge Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.