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Waldron Private Wealth’s HDFC Bank HDB Stock Holding History

Waldron Private Wealth’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
2025
Q1 		– Sell
-9,422
Closed -$301K – 351
2024
Q4 		$301K Buy
9,422
+112
+1% +$3.58K 0.01% 334
2024
Q3 		$291K Buy
9,310
+882
+10% +$27.1K 0.01% 333
2024
Q2 		$271K Buy
+8,428
New +$247K 0.01% 335

Other funds holding HDB

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.6B AUM 2.6% 1-Year Est. Return

Waldron Private Wealth's HDB Position: Q1 2025 in Review

Waldron Private Wealth sold out of HDFC Bank (HDB) in Q1 2025, closing a stake of 9,422 shares — an estimated $301K sold.

Waldron Private Wealth first reported a position in HDB in Q2 2024 and held it in 3 quarters. The position peaked at $301K in Q4 2024. 626 funds tracked by Wall St. Rank hold HDB as of Q1 2025.

  • Waldron Private Wealth reported no remaining HDFC Bank position as of Q1 2025 after selling out during the quarter.
  • Waldron Private Wealth sold 9,422 HDFC Bank shares in Q1 2025, an estimated $301K.
  • Waldron Private Wealth first reported a position in HDFC Bank in Q2 2024 and held it in 3 quarters.
  • Waldron Private Wealth's HDFC Bank position peaked at $301K in Q4 2024.
  • 626 funds tracked by Wall St. Rank held HDFC Bank as of Q1 2025.

Based on Waldron Private Wealth's 13F filing for Q1 2025, filed 8 May 2025.