Verdence Capital Advisors’s HDFC Bank HDB Stock Holding History

Verdence Capital 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
2024 Q3	–	Sell	-24,300	Closed	-$782K	–	644
2024 Q2	$782K	Buy	24,300 +3,734	+18%	+$109K	0.07%	277
2024 Q1	$576K	Buy	20,566 +934	+5%	+$26.5K	0.05%	330
2023 Q4	$659K	Buy	19,632 +506	+3%	+$15.3K	0.06%	289
2023 Q3	$564K	Buy	19,126 +1,396	+8%	+$45.5K	0.06%	306
2023 Q2	$618K	Buy	17,730 +240	+1%	+$8.09K	0.07%	273
2023 Q1	$583K	Buy	17,490 +3,554	+26%	+$119K	0.07%	287
2022 Q4	$477K	Buy	13,936 +1,408	+11%	+$45.7K	0.06%	288
2022 Q3	$366K	Buy	12,528 +378	+3%	+$11.6K	0.05%	333
2022 Q2	$334K	Buy	12,150 +4,920	+68%	+$139K	0.04%	360
2022 Q1	$222K	Buy	+7,230	New	+$235K	0.03%	478

Other funds holding HDB

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

SGA

Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return

Verdence Capital Advisors's HDB Position: Q3 2024 in Review

Verdence Capital Advisors sold out of HDFC Bank (HDB) in Q3 2024, closing a stake of 24,300 shares — an estimated $782K sold.

Verdence Capital Advisors first reported a position in HDB in Q1 2022 and held it in 10 quarters. The position peaked at $782K in Q2 2024. 600 funds tracked by Wall St. Rank hold HDB as of Q3 2024.

Verdence Capital Advisors reported no remaining HDFC Bank position as of Q3 2024 after selling out during the quarter.
Verdence Capital Advisors sold 24,300 HDFC Bank shares in Q3 2024, an estimated $782K.
Verdence Capital Advisors first reported a position in HDFC Bank in Q1 2022 and held it in 10 quarters.
Verdence Capital Advisors's HDFC Bank position peaked at $782K in Q2 2024.
600 funds tracked by Wall St. Rank held HDFC Bank as of Q3 2024.

Based on Verdence Capital Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.