Waddell & Reed Financial’s HDFC Bank HDB Stock Holding History

Waddell & Reed Financial’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
2020 Q2	–	Sell	-14,378	Closed	-$276K	–	467
2020 Q1	$276K	Buy	14,378 +3,142	+28%	+$84.5K	﹤0.01%	431
2019 Q4	$356K	Buy	+11,236	New	+$342K	﹤0.01%	441
2019 Q3	–	Sell	-7,980	Closed	-$259K	–	481
2019 Q2	$259K	Hold	7,980	–	–	﹤0.01%	474
2019 Q1	$231K	Hold	7,980	–	–	﹤0.01%	485
2018 Q4	$207K	Sell	7,980 -94,336	-92%	-$2.23M	﹤0.01%	484
2018 Q3	$2.41M	Buy	+102,316	New	+$2.61M	0.01%	516
2018 Q2	–	Sell	-16,360	Closed	-$404K	–	555
2018 Q1	$404K	Hold	16,360	–	–	﹤0.01%	523
2017 Q4	$416K	Sell	16,360 -74,400	-82%	-$1.78M	﹤0.01%	517
2017 Q3	$2.19M	Sell	90,760 -8,000	-8%	-$190K	﹤0.01%	499
2017 Q2	$2.15M	Buy	98,760 +4,800	+5%	+$100K	﹤0.01%	511
2017 Q1	$1.77M	Buy	93,960 +72,280	+333%	+$1.26M	﹤0.01%	520
2016 Q4	$329K	Hold	21,680	–	–	﹤0.01%	565
2016 Q3	$390K	Hold	21,680	–	–	﹤0.01%	581
2016 Q2	$360K	Hold	21,680	–	–	﹤0.01%	577
2016 Q1	$334K	Buy	+21,680	New	+$310K	﹤0.01%	593

Other funds holding HDB

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

WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

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

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

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

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

CLC

Charles-Lim Capital Central, Hong Kong $319M AUM 13.77% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Waddell & Reed Financial's HDB Position: Q2 2020 in Review

Waddell & Reed Financial sold out of HDFC Bank (HDB) in Q2 2020, closing a stake of 14,378 shares — an estimated $276K sold.

Waddell & Reed Financial first reported a position in HDB in Q1 2016 and held it in 15 quarters. The position peaked at $2.41M in Q3 2018. 433 funds tracked by Wall St. Rank hold HDB as of Q2 2020.

Waddell & Reed Financial reported no remaining HDFC Bank position as of Q2 2020 after selling out during the quarter.
Waddell & Reed Financial sold 14,378 HDFC Bank shares in Q2 2020, an estimated $276K.
Waddell & Reed Financial first reported a position in HDFC Bank in Q1 2016 and held it in 15 quarters.
Waddell & Reed Financial's HDFC Bank position peaked at $2.41M in Q3 2018.
433 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2020.

Based on Waddell & Reed Financial's 13F filing for Q2 2020, filed 14 Aug 2020.