Carmignac Gestion’s NetEase NTES Stock Holding History

Carmignac Gestion’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-505,065	Closed	-$30.4M	–	79
2017 Q2	$30.4M	Sell	505,065 -79,835	-14%	-$4.58M	0.25%	43
2017 Q1	$33.2M	Sell	584,900 -165,445	-22%	-$8.91M	0.25%	47
2016 Q4	$32.3M	Sell	750,345 -33,180	-4%	-$1.58M	0.25%	41
2016 Q3	$37.7M	Buy	+783,525	New	+$33.3M	0.28%	38

Other funds holding NTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

VAM

Vontobel Asset Management New York $18.1B AUM 28.09% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.55B AUM 11.62% 1-Year Est. Return

CCMH

Cornerstone Capital Management Holdings New York $14.3B AUM 33.3% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Carmignac Gestion's NTES Position: Q3 2017 in Review

Carmignac Gestion sold out of NetEase (NTES) in Q3 2017, closing a stake of 505,065 shares — an estimated $30.4M sold.

Carmignac Gestion first reported a position in NTES in Q3 2016 and held it in 4 quarters. The position peaked at $37.7M in Q3 2016. 415 funds tracked by Wall St. Rank hold NTES as of Q3 2017.

Carmignac Gestion reported no remaining NetEase position as of Q3 2017 after selling out during the quarter.
Carmignac Gestion sold 505,065 NetEase shares in Q3 2017, an estimated $30.4M.
Carmignac Gestion first reported a position in NetEase in Q3 2016 and held it in 4 quarters.
Carmignac Gestion's NetEase position peaked at $37.7M in Q3 2016.
415 funds tracked by Wall St. Rank held NetEase as of Q3 2017.

Based on Carmignac Gestion's 13F filing for Q3 2017, filed 13 Nov 2017.