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HSBC Holdings shares owned by Envestnet Asset Management

Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Envestnet Asset Management from 13F filings

Historical chart of Envestnet Asset Management investment in HSBC Holdings

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All positions including HSBC Holdings held by Envestnet Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in HSBC Holdings by Envestnet Asset Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 505k 39.36
2023-09-30 $24M 616k 39.46
2023-06-30 $23M 569k 39.62
2023-03-31 $12M 352k 34.13
2022-12-31 $14M 433k 31.16
2022-09-30 $12M 469k 26.07
2022-06-30 $7.0M 215k 32.67
2022-03-31 $6.3M 183k 34.22
2021-12-31 $2.3M 76k 30.15
2021-09-30 $1.6M 61k 26.15
2021-06-30 $1.4M 47k 28.85
2021-03-31 $999k 34k 29.14
2020-12-31 $718k 28k 25.92
2020-09-30 $1.8M 94k 19.58
2020-06-30 $514k 22k 23.33
2020-03-31 $13M 471k 28.01
2019-12-31 $26M 664k 39.09
2019-09-30 $25M 663k 38.27
2019-06-30 $33M 799k 41.74
2019-03-31 $29M 718k 40.58
2018-12-31 $26M 641k 41.11
2018-09-30 $4.6M 104k 43.99
2018-06-30 $13M 267k 47.14
2018-03-31 $8.5M 178k 47.78
2017-12-31 $23M 453k 51.64
2017-09-30 $22M 451k 49.41
2017-06-30 $21M 451k 46.39
2017-03-31 $19M 460k 40.83
2016-12-31 $18M 458k 40.18
2016-09-30 $13M 351k 37.61
2016-06-30 $12M 386k 31.31
2016-03-31 $12M 371k 31.12
2015-12-31 $13M 339k 39.47
2015-09-30 $13M 333k 37.88
2015-06-30 $18M 401k 44.81
2015-03-31 $16M 377k 42.59
2014-12-31 $4.1M 87k 47.23
2014-09-30 $5.0M 99k 50.88
2014-06-30 $4.8M 94k 50.79
2014-03-31 $3.8M 75k 50.84
2013-12-31 $652k 12k 55.13
2013-09-30 $638k 12k 54.27
2013-06-30 $600k 12k 51.93

More positions owned by Envestnet Asset Management

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Blackrock Etf Trust Us Eqt Factor (DYNF)
Ishares Tr S&p 500 Val Etf (IVE)

View all positions for Envestnet Asset Management

Top funds holding HSBC Holdings

Dimensional Fund Advisors
Morgan Stanley
Goldman Sachs Group
Bank of America Corporation
Sanders Capital
Lazard Asset Management
BlackRock
Northern Trust
Groupama Asset Managment
Citigroup
Citadel Advisors
Grantham, Mayo, Van Otterloo & Co
Walleye Trading
Royal Bank of Canada
American Century Companies

View all funds holding HSBC Holdings