Number of Shares
142,305.00
Current Holdings Value*
$7.98 Mil
% of Portfolio
3.8%
Total Estimate Gain
$4.66 Mil
% of Total Estimate Gain
77.51%

Steward International Enhanced Index Fund's HSBC Holdings PLC Holding Summary

As of 2025-04-30, STEWARD FUNDS, INC. held 142,305.00 shares of HSBC Holdings PLC(HSBC), totaling $7.98 Mil. This investment constitutes 3.8% of their stock portfolio, and STEWARD FUNDS, INC. now holds 0% of the outstanding HSBC Holdings PLC(HSBC) stock.

The initial trade took place in 2021Q4. And since then Steward International Enhanced Index Fund has made 7 purchases of HSBC, at an average price of $33.26, for a total of 180,808.00 shares. In addition, there have been 5 sales at an average price of $40.36 for 38,503.00 shares. Based on historical transaction data and HSBC's current price of $64.09, Steward International Enhanced Index Fund's estimated gain on his HSBC holdings is $4.66 Mil, reflecting a 77.51% gain to date.

Steward International Enhanced Index Fund HSBC ($64.09) Holding Chart

Steward International Enhanced Index Fund HSBC ($64.09) 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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