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UBS’s HDFC Bank HDB Stock Holding History

UBS’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
2014
Q3 		$5K Buy
+400
New +$4.85K ﹤0.01% 9444
2014
Q2 		– Sell
-2,800
Closed -$29K – 10575
2014
Q1 		$29K Sell
2,800
-10,000
-78% -$87K ﹤0.01% 7585
2013
Q4 		$110K Sell
12,800
-5,440
-30% -$46.3K ﹤0.01% 5955
2013
Q3 		$140K Buy
18,240
+16,240
+812% +$133K ﹤0.01% 5620
2013
Q2 		$18K Buy
+2,000
New +$19.8K ﹤0.01% 8008

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
VAM
Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
CWG
C WorldWide Group Copenhagen, Denmark $4.66B AUM 11.67% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

UBS's HDB Position: Q3 2014 in Review

UBS increased its HDFC Bank (HDB) stake by 23% in Q3 2014, buying an estimated $1.78M and bringing the position to 781,636 shares worth $9.1M. The position accounts for 0.01% of the portfolio, ranked #1527.

UBS first reported a position in HDB in Q2 2013 and has held it in 6 quarters since. 220 funds tracked by Wall St. Rank hold HDB as of Q3 2014.

  • UBS held 781,636 shares of HDFC Bank worth $9.1M as of Q3 2014.
  • UBS bought 146,788 HDFC Bank shares in Q3 2014, an estimated $1.78M.
  • HDFC Bank made up 0.01% of UBS's portfolio in Q3 2014, its #1527 holding.
  • UBS first reported a position in HDFC Bank in Q2 2013 and has held it in 6 quarters since.
  • 220 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.