Number of Shares
412.00
Current Holdings Value*
$23,660.00
% of Portfolio
0%
Total Estimate Gain
$1.84 Mil
% of Total Estimate Gain
36.56%

Ramirez Asset Management, Inc.'s HSBC Holdings PLC Holding Summary

As of 2025-03-31, Ramirez Asset Management, Inc. held 412.00 shares of HSBC Holdings PLC(HSBC), totaling $23,660.00. This investment constitutes 0% of their stock portfolio, and Ramirez Asset Management, Inc. now holds 0% of the outstanding HSBC Holdings PLC(HSBC) stock.

The initial trade took place in 2023Q3. And since then Ramirez Asset Management, Inc. has made 4 purchases of HSBC, at an average price of $39.64, for a total of 127,127.00 shares. In addition, there have been 2 sales at an average price of $54.10 for 126,715.00 shares. Based on historical transaction data and HSBC's current price of $62.82, Ramirez Asset Management, Inc.'s estimated gain on his HSBC holdings is $1.84 Mil, reflecting a 36.56% gain to date.

Ramirez Asset Management, Inc. HSBC ($62.82) Holding Chart

Ramirez Asset Management, Inc. HSBC ($62.82) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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