CFA
JD icon

Carroll Financial Associates’s JD.com JD Stock Holding History

Carroll Financial 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
2021
Q3 		– Sell
-200
Closed -$15K – 1845
2021
Q2 		$15K Hold
200
– – ﹤0.01% 1167
2021
Q1 		$16K Hold
200
– – ﹤0.01% 1086
2020
Q4 		$17K Hold
200
– – ﹤0.01% 967
2020
Q3 		$15K Buy
200
+134
+203% +$9.31K ﹤0.01% 937
2020
Q2 		$3K Buy
+66
New +$3.34K ﹤0.01% 1296
2020
Q1 		– Sell
-1,032
Closed -$36K – 1553
2019
Q4 		$36K Buy
+1,032
New +$33.3K ﹤0.01% 733
2018
Q4 		– Sell
-63
Closed -$1K – 1334
2018
Q3 		$1K Buy
+63
New +$2.06K ﹤0.01% 1247

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $45.7B AUM 34.08% 1-Year Est. Return

Carroll Financial Associates's JD Position: Q3 2021 in Review

Carroll Financial Associates sold out of JD.com (JD) in Q3 2021, closing a stake of 200 shares — an estimated $15K sold.

Carroll Financial Associates first reported a position in JD in Q3 2018 and held it in 7 quarters. The position peaked at $36K in Q4 2019. 657 funds tracked by Wall St. Rank hold JD as of Q3 2021.

  • Carroll Financial Associates reported no remaining JD.com position as of Q3 2021 after selling out during the quarter.
  • Carroll Financial Associates sold 200 JD.com shares in Q3 2021, an estimated $15K.
  • Carroll Financial Associates first reported a position in JD.com in Q3 2018 and held it in 7 quarters.
  • Carroll Financial Associates's JD.com position peaked at $36K in Q4 2019.
  • 657 funds tracked by Wall St. Rank held JD.com as of Q3 2021.

Based on Carroll Financial Associates's 13F filing for Q3 2021, filed 7 Oct 2021.