HSBC Holdings shares owned by United Capital Financial Advisers
Quarter-by-quarter ownership of HSBC Holdings (HSBC) shares owned by United Capital Financial Advisers
from 13F filings
Historical chart of United Capital Financial Advisers investment in HSBC Holdings
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Quarterly reported holdings in HSBC Holdings by United Capital Financial Advisers
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.0M | 23k | 45.19 |
| 2024-06-30 | $1.0M | 23k | 43.50 |
| 2024-03-31 | $890k | 23k | 39.36 |
| 2023-12-31 | $1.1M | 28k | 40.54 |
| 2019-12-31 | $840k | 22k | 39.08 |
| 2019-09-30 | $3.6M | 95k | 38.27 |
| 2019-06-30 | $5.8M | 138k | 41.74 |
| 2019-03-31 | $5.1M | 126k | 40.58 |
| 2018-12-31 | $5.4M | 131k | 41.11 |
| 2018-09-30 | $5.1M | 116k | 43.99 |
| 2018-06-30 | $5.6M | 119k | 46.94 |
| 2018-03-31 | $5.3M | 112k | 47.67 |
| 2017-12-31 | $5.5M | 107k | 51.64 |
| 2017-09-30 | $4.9M | 99k | 49.41 |
| 2017-06-30 | $4.3M | 93k | 46.39 |
| 2017-03-31 | $3.4M | 84k | 40.82 |
| 2016-12-31 | $3.3M | 82k | 40.18 |
| 2016-09-30 | $3.3M | 88k | 37.61 |
| 2016-06-30 | $961k | 31k | 31.01 |
| 2016-03-31 | $1.1M | 37k | 31.12 |
| 2015-12-31 | $2.0M | 51k | 39.47 |
| 2015-09-30 | $2.5M | 67k | 37.87 |
| 2015-06-30 | $6.7M | 150k | 44.81 |
| 2015-03-31 | $7.2M | 146k | 49.63 |
| 2014-12-31 | $6.4M | 136k | 47.23 |
| 2014-09-30 | $7.9M | 156k | 50.88 |
| 2014-06-30 | $8.1M | 159k | 50.80 |
| 2014-03-31 | $7.2M | 142k | 50.83 |
| 2013-12-31 | $1.5M | 27k | 55.14 |
| 2013-09-30 | $579k | 11k | 54.23 |
| 2011-03-31 | $3.2M | 61k | 51.80 |
More positions owned by United Capital Financial Advisers
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