Ownership history in Asset Dedication, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which Asset Dedication, LLC reported a position in Hdfc Bank Limited Adr (HDB). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Asset Dedication, LLC underperformed the S&P 500 by β2.0% annually on this HDB position. Timing score: 50% (3/6 decisions correct). Average cost basis: $20.80. Maximum drawdown during holding period: β40.7%.
β οΈ Trailed SPY by 2.0% ann. on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
3 of 6 add/trim decisions correct
Best entry: $13.96 (2015 Q4) Β· Worst: $34.16 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 3 trims. Bought during 2 of 14 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size