Berman Capital Advisors’s JD.com JD Stock Holding History

Berman Capital Advisors’s Portfolio JD Stock Details JD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$21K	Sell	296 -59	-17%	-$4.35K	﹤0.01%	963
2021 Q2	$28K	Sell	355 -21	-6%	-$1.58K	﹤0.01%	787
2021 Q1	$31K	Sell	376 -469	-56%	-$43K	0.01%	644
2020 Q4	$73K	Buy	845 +466	+123%	+$38.9K	0.02%	314
2020 Q3	$29K	Sell	379 -11	-3%	-$764	0.01%	484
2020 Q2	$23K	Buy	390 +1	+0.3%	+$51	0.01%	507
2020 Q1	$15K	Hold	389	–	–	﹤0.01%	565
2019 Q4	$13K	Hold	389	–	–	﹤0.01%	652
2019 Q3	$10K	Hold	389	–	–	﹤0.01%	716
2019 Q2	$11K	Hold	389	–	–	﹤0.01%	692
2019 Q1	$11K	Buy	389 +287	+281%	+$7.3K	﹤0.01%	626
2018 Q4	$2K	Buy	+102	New	+$2.28K	﹤0.01%	872

Other funds holding JD

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

DCP

D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return

Berman Capital Advisors's JD Position: Q3 2021 in Review

Berman Capital Advisors reduced its JD.com (JD) stake by 17% in Q3 2021, selling an estimated $4.35K and leaving 296 shares worth $21K. The position accounts for ﹤0.01% of the portfolio, ranked #963.

Berman Capital Advisors first reported a position in JD in Q4 2018 and has held it in 12 quarters since. The position peaked at $73K in Q4 2020. 657 funds tracked by Wall St. Rank hold JD as of Q3 2021.

Berman Capital Advisors held 296 shares of JD.com worth $21K as of Q3 2021.
Berman Capital Advisors sold 59 JD.com shares in Q3 2021, an estimated $4.35K.
JD.com made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #963 holding.
Berman Capital Advisors first reported a position in JD.com in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's JD.com position peaked at $73K in Q4 2020.
657 funds tracked by Wall St. Rank held JD.com as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.