HDB β€” HDFC BANK LTD

Ownership history in D.B. Root & Company, LLC  Β·  7 quarters on record

AI Ownership Summary

D.B. Root & Company, LLC reported HDFC BANK LTD (HDB) in 7 quarterly 13F filings from 2024 Q1 through 2025 Q3. Peak portfolio weight reached 0.17% in 2024 Q2. The latest visible filing shows HDB at 0.05% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HDB ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was D.B. Root & Company, LLC's position in HDFC BANK LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q3

HDB was reported at 0.05% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.17% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2025 Q3

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How D.B. Root & Company, LLC held HDB β€” position size vs. price
% of Fund (quarterly)    HDB price (quarter-end, indexed to 100)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q3 ADDED 6,084 +1,530 +33.6% 0.05% $208K 2025-11-06 $35.69
2025 Q2 REDUCED 4,554 -1,339 -22.7% 0.10% $349K 2025-07-22 $38.60
2025 Q1 REDUCED 5,893 -425 -6.7% 0.13% $392K 2025-05-14 $35.39
2024 Q4 REDUCED 6,318 -181 -2.8% 0.13% $403K 2025-01-17 $28.84
2024 Q3 REDUCED 6,499 -1,443 -18.2% 0.13% $407K 2024-10-31 $31.13
2024 Q2 REDUCED 7,942 -201 -2.5% 0.17% $511K 2024-07-15 $29.43
2024 Q1 INITIATED 8,143 β€” β€” 0.15% $456K 2024-04-17 $27.74

FAQ About D.B. Root & Company, LLC and HDB

These are the practical questions this page is built to answer before you even open the full history table.

How long has D.B. Root & Company, LLC reported owning HDB?

D.B. Root & Company, LLC reported HDB across 7 quarterly 13F filings, from 2024 Q1 through 2025 Q3.

What was the largest reported HDB position in D.B. Root & Company, LLC's portfolio?

The largest reported portfolio weight for HDB was 0.17% in 2024 Q2.

What is the latest reported HDB position on this page?

The most recent filing on this page is 2025 Q3, when D.B. Root & Company, LLC reported 6,084 shares, equal to 0.05% of portfolio, with an estimated market value of $208K.

What does the chart on this HDB ownership page compare?

The chart compares D.B. Root & Company, LLC's quarterly HDB portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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