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Westwood Holdings Group’s HDFC Bank HDB Stock Holding History

Westwood Holdings Group’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
-233,638
Closed -$4.49M – 412
2020
Q1 		$4.49M Sell
233,638
-27,982
-11% -$753K 0.07% 236
2019
Q4 		$8.29M Sell
261,620
-72,864
-22% -$2.22M 0.09% 227
2019
Q3 		$9.54M Sell
334,484
-19,112
-5% -$544K 0.11% 209
2019
Q2 		$11.5M Buy
353,596
+3,968
+1% +$120K 0.13% 196
2019
Q1 		$10.1M Buy
349,628
+4,888
+1% +$127K 0.11% 187
2018
Q4 		$8.93M Buy
+344,740
New +$8.15M 0.1% 193

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $55.2B AUM 57.07% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $27.6B AUM 23.56% 1-Year Est. Return
Fidelity International
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Westwood Holdings Group's HDB Position: Q2 2020 in Review

Westwood Holdings Group sold out of HDFC Bank (HDB) in Q2 2020, closing a stake of 233,638 shares — an estimated $4.49M sold.

Westwood Holdings Group first reported a position in HDB in Q4 2018 and held it in 6 quarters. The position peaked at $11.5M in Q2 2019. 433 funds tracked by Wall St. Rank hold HDB as of Q2 2020.

  • Westwood Holdings Group reported no remaining HDFC Bank position as of Q2 2020 after selling out during the quarter.
  • Westwood Holdings Group sold 233,638 HDFC Bank shares in Q2 2020, an estimated $4.49M.
  • Westwood Holdings Group first reported a position in HDFC Bank in Q4 2018 and held it in 6 quarters.
  • Westwood Holdings Group's HDFC Bank position peaked at $11.5M in Q2 2019.
  • 433 funds tracked by Wall St. Rank held HDFC Bank as of Q2 2020.

Based on Westwood Holdings Group's 13F filing for Q2 2020, filed 13 Aug 2020.