Ownership history in Key FInancial Inc Β· 4 quarters on record
This page tracks every 13F SEC filing in which Key FInancial Inc reported a position in HDFC BANK LTD (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 Key FInancial Inc underperformed the S&P 500 by β6.6% annually on this HDB position. Average cost basis: $32.85. Maximum drawdown during holding period: β9.8%.
β Significantly underperformed the S&P 500 by 6.6% ann.
3 quarters analyzed
Best entry: $31.54 (2024 Q4) Β· Worst: $34.16 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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