HSBC Holdings shares owned by Morningstar Investment Services
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by Morningstar Investment Services
from 13F filings
Historical chart of Morningstar Investment Services investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by Morningstar Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $975k | 25k | 39.70 |
| 2023-06-30 | $916k | 23k | 39.17 |
| 2023-03-31 | $747k | 22k | 34.26 |
| 2022-12-31 | $660k | 21k | 32.20 |
| 2022-09-30 | $558k | 21k | 26.04 |
| 2022-06-30 | $677k | 20k | 33.31 |
| 2022-03-31 | $567k | 17k | 34.45 |
| 2021-12-31 | $469k | 16k | 30.14 |
| 2021-09-30 | $380k | 15k | 26.28 |
| 2021-06-30 | $342k | 12k | 28.95 |
| 2021-03-31 | $227k | 7.7k | 29.48 |
| 2020-06-30 | $219k | 9.3k | 23.54 |
| 2020-03-31 | $283k | 9.8k | 28.84 |
| 2019-12-31 | $398k | 10k | 39.14 |
| 2019-09-30 | $468k | 12k | 38.28 |
| 2019-06-30 | $564k | 14k | 41.72 |
| 2019-03-31 | $570k | 14k | 40.57 |
| 2018-12-31 | $672k | 16k | 41.12 |
| 2018-09-30 | $706k | 16k | 43.97 |
| 2018-06-30 | $799k | 17k | 47.16 |
| 2018-03-31 | $654k | 14k | 47.65 |
| 2017-12-31 | $683k | 13k | 51.66 |
| 2017-09-30 | $579k | 12k | 49.38 |
| 2017-06-30 | $469k | 10k | 46.41 |
| 2017-03-31 | $335k | 8.2k | 40.83 |
| 2016-12-31 | $264k | 6.6k | 40.15 |
| 2016-09-30 | $251k | 6.7k | 37.67 |
| 2016-06-30 | $208k | 6.6k | 31.36 |
| 2015-12-31 | $578k | 15k | 39.47 |
| 2015-09-30 | $1.3M | 35k | 37.88 |
| 2015-06-30 | $1.3M | 29k | 44.81 |
| 2015-03-31 | $1.1M | 26k | 42.58 |
| 2014-12-31 | $662k | 14k | 47.19 |
| 2014-09-30 | $655k | 13k | 50.91 |
| 2014-06-30 | $664k | 13k | 50.78 |
| 2014-03-31 | $645k | 13k | 50.86 |
| 2013-12-31 | $676k | 12k | 55.11 |
| 2013-09-30 | $692k | 13k | 54.61 |
| 2013-06-30 | $689k | 13k | 51.87 |
| 2013-03-31 | $808k | 15k | 53.70 |
| 2012-12-31 | $838k | 15k | 54.31 |
| 2012-09-30 | $789k | 17k | 46.98 |
| 2012-06-30 | $548k | 12k | 44.87 |
| 2012-03-31 | $220k | 4.9k | 44.74 |
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