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YorkBridge Wealth Partners’s HDFC Bank HDB Stock Holding History

YorkBridge Wealth Partners’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
2022
Q4 		$290K Sell
8,476
-816
-9% -$26.5K 0.07% 200
2022
Q3 		$271K Buy
9,292
+338
+4% +$10.4K 0.07% 217
2022
Q2 		$246K Sell
8,954
-658
-7% -$18.6K 0.06% 236
2022
Q1 		$295K Buy
9,612
+492
+5% +$16K 0.06% 243
2021
Q4 		$297K Sell
9,120
-162
-2% -$5.67K 0.07% 232
2021
Q3 		$339K Buy
9,282
+624
+7% +$23.1K 0.09% 202
2021
Q2 		$317K Sell
8,658
-2
-0% -$73 0.08% 195
2021
Q1 		$336K Buy
8,660
+1,756
+25% +$68.8K 0.1% 174
2020
Q4 		$249K Buy
+6,904
New +$220K 0.08% 171
2020
Q1 		– Sell
-7,060
Closed -$224K – 170
2019
Q4 		$224K Buy
+7,060
New +$215K 0.1% 174
2019
Q3 		– Sell
-7,064
Closed -$230K – 374
2019
Q2 		$230K Sell
7,064
-8
-0.1% -$241 0.1% 163
2019
Q1 		$205K Buy
7,072
+176
+3% +$4.57K 0.09% 158
2018
Q4 		$179K Sell
6,896
-168
-2% -$3.97K 0.09% 157
2018
Q3 		$165K Hold
7,064
– – 0.08% 195
2018
Q2 		$185K Buy
7,064
+1,500
+27% +$37.5K 0.08% 186
2018
Q1 		$136K Buy
5,564
+760
+16% +$19.1K 0.06% 232
2017
Q4 		$120K Buy
4,804
+1,108
+30% +$26.5K 0.06% 254
2017
Q3 		$89K Buy
3,696
+528
+17% +$12.5K 0.05% 306
2017
Q2 		$70K Buy
3,168
+3,040
+2,375% +$63.5K 0.04% 327
2017
Q1 		$3K Hold
128
– – ﹤0.01% 725
2016
Q4 		$2K Buy
+128
New +$2.14K ﹤0.01% 750

Other funds holding HDB

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
Viking Global Investors
Viking Global Investors Stamford, Connecticut $35.7B AUM 21.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

YorkBridge Wealth Partners's HDB Position: Q4 2022 in Review

YorkBridge Wealth Partners reduced its HDFC Bank (HDB) stake by 8.8% in Q4 2022, selling an estimated $26.5K and leaving 8,476 shares worth $290K. The position accounts for 0.07% of the portfolio, ranked #200.

YorkBridge Wealth Partners first reported a position in HDB in Q4 2016 and has held it in 21 quarters since. The position peaked at $339K in Q3 2021. 510 funds tracked by Wall St. Rank hold HDB as of Q4 2022.

  • YorkBridge Wealth Partners held 8,476 shares of HDFC Bank worth $290K as of Q4 2022.
  • YorkBridge Wealth Partners sold 816 HDFC Bank shares in Q4 2022, an estimated $26.5K.
  • HDFC Bank made up 0.07% of YorkBridge Wealth Partners's portfolio in Q4 2022, its #200 holding.
  • YorkBridge Wealth Partners first reported a position in HDFC Bank in Q4 2016 and has held it in 21 quarters since.
  • YorkBridge Wealth Partners's HDFC Bank position peaked at $339K in Q3 2021.
  • 510 funds tracked by Wall St. Rank held HDFC Bank as of Q4 2022.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2022, filed 26 Jan 2023.