U.S. Global Investors (USGI)’s HSBC HSBC Stock Holding History

U.S. Global Investors (USGI)’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
2022 Q4	–	Sell	-200	Closed	-$2K	–	130
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	124
2022 Q2	$41K	Buy	+200	New	+$6.49K	﹤0.01%	121
2022 Q1	–	Sell	-300	Closed	-$25K	–	145
2021 Q4	$25K	Buy	+300	New	+$8.76K	﹤0.01%	136
2019 Q3	–	Sell	-2,000	Closed	-$116K	–	181
2019 Q2	$116K	Buy	2,000 +1,696	+558%	+$71K	0.06%	160
2019 Q1	$20K	Buy	+304	New	+$12.3K	0.01%	162
2018 Q1	–	Sell	-1,094	Closed	-$493K	–	120
2017 Q4	$493K	Buy	1,094 +547	+100%	+$24.7K	0.22%	89
2017 Q3	$2.47M	Buy	+547	New	+$24.2K	0.73%	27
2017 Q1	–	Sell	-443	Closed	-$1.61M	–	159
2016 Q4	$1.61M	Buy	443 +111	+33%	+$3.94K	0.67%	36
2016 Q3	$1.13M	Buy	+332	New	+$10.4K	0.53%	63

Other funds holding HSBC

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

U.S. Global Investors (USGI)'s HSBC Position: Q3 2023 in Review

U.S. Global Investors (USGI) sold out of HSBC (HSBC) in Q3 2023, closing a stake of 9,000 shares — an estimated $357K sold.

U.S. Global Investors (USGI) first reported a position in HSBC in Q2 2020 and held it in 3 quarters. The position peaked at $357K in Q2 2023. 375 funds tracked by Wall St. Rank hold HSBC as of Q3 2023.

U.S. Global Investors (USGI) reported no remaining HSBC position as of Q3 2023 after selling out during the quarter.
U.S. Global Investors (USGI) sold 9,000 HSBC shares in Q3 2023, an estimated $357K.
U.S. Global Investors (USGI) first reported a position in HSBC in Q2 2020 and held it in 3 quarters.
U.S. Global Investors (USGI)'s HSBC position peaked at $357K in Q2 2023.
375 funds tracked by Wall St. Rank held HSBC as of Q3 2023.

Based on U.S. Global Investors (USGI)'s 13F filing for Q3 2023, filed 18 Oct 2023.