Calton & Associates’s JD.com JD Stock Holding History

Calton & Associates’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
2023 Q2	–	Sell	-4,569	Closed	-$201K	–	230
2023 Q1	$201K	Buy	+4,569	New	+$236K	0.09%	211
2018 Q1	–	Sell	-357	Closed	-$16K	–	835
2017 Q4	$16K	Buy	+357	New	+$14K	﹤0.01%	936

Other funds holding JD

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

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

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

NMO

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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

Calton & Associates's JD Position: Q2 2023 in Review

Calton & Associates sold out of JD.com (JD) in Q2 2023, closing a stake of 4,569 shares — an estimated $201K sold.

Calton & Associates first reported a position in JD in Q4 2017 and held it in 2 quarters. The position peaked at $201K in Q1 2023. 479 funds tracked by Wall St. Rank hold JD as of Q2 2023.

Calton & Associates reported no remaining JD.com position as of Q2 2023 after selling out during the quarter.
Calton & Associates sold 4,569 JD.com shares in Q2 2023, an estimated $201K.
Calton & Associates first reported a position in JD.com in Q4 2017 and held it in 2 quarters.
Calton & Associates's JD.com position peaked at $201K in Q1 2023.
479 funds tracked by Wall St. Rank held JD.com as of Q2 2023.

Based on Calton & Associates's 13F filing for Q2 2023, filed 24 Jul 2023.