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HDB icon

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
Q2 		– Sell
-400
Closed -$4K – 10576
2014
Q1 		$4K Sell
400
-400
-50% -$3.48K ﹤0.01% 9679
2013
Q4 		$7K Sell
800
-2,400
-75% -$20.4K ﹤0.01% 9314
2013
Q3 		$25K Sell
3,200
-5,200
-62% -$42.7K ﹤0.01% 7762
2013
Q2 		$76K Buy
+8,400
New +$83.1K ﹤0.01% 6227

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.