Cederberg Capital’s NetEase NTES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $86.8M | Hold |
644,975
| – | – | 31.87% | 1 |
|
|
2025
Q1 | $66.4M | Sell |
644,975
-47,500
| -7% | -$4.89M | 25.64% | 1 |
|
|
2024
Q4 | $61.8M | Hold |
692,475
| – | – | 20.97% | 2 |
|
|
2024
Q3 | $64.8M | Sell |
692,475
-17,500
| -2% | -$1.64M | 16.77% | 3 |
|
|
2024
Q2 | $67.9M | Sell |
709,975
-123,700
| -15% | -$11.8M | 22.3% | 3 |
|
|
2024
Q1 | $86.3M | Sell |
833,675
-102,700
| -11% | -$10.6M | 23.92% | 3 |
|
|
2023
Q4 | $87.2M | Hold |
936,375
| – | – | 20.07% | 3 |
|
|
2023
Q3 | $93.8M | Buy |
936,375
+28,400
| +3% | +$2.84M | 26.27% | 2 |
|
|
2023
Q2 | $87.8M | Hold |
907,975
| – | – | 38.29% | 2 |
|
|
2023
Q1 | $80.3M | Hold |
907,975
| – | – | 27.29% | 2 |
|
|
2022
Q4 | $65.9M | Hold |
907,975
| – | – | 21.91% | 2 |
|
|
2022
Q3 | $68.6M | Hold |
907,975
| – | – | 26.72% | 2 |
|
|
2022
Q2 | $84.8M | Hold |
907,975
| – | – | 22.46% | 3 |
|
|
2022
Q1 | $81.4M | Hold |
907,975
| – | – | 20.37% | 2 |
|
|
2021
Q4 | $92.4M | Hold |
907,975
| – | – | 18.3% | 3 |
|
|
2021
Q3 | $77.5M | Buy |
907,975
+46,500
| +5% | +$3.97M | 10.08% | 4 |
|
|
2021
Q2 | $99.3M | Sell |
861,475
-358,000
| -29% | -$41.3M | 8.93% | 5 |
|
|
2021
Q1 | $126M | Sell |
1,219,475
-70,000
| -5% | -$7.23M | 9.26% | 5 |
|
|
2020
Q4 | $123M | Sell |
1,289,475
-145,000
| -10% | -$13.9M | 4.54% | 5 |
|
|
2020
Q3 | $130M | Sell |
1,434,475
-3,250
| -0.2% | -$296K | 13.62% | 3 |
|
|
2020
Q2 | $123M | Sell |
1,437,725
-20,000
| -1% | -$1.72M | 15.27% | 3 |
|
|
2020
Q1 | $93.6M | Buy |
1,457,725
+125,000
| +9% | +$8.02M | 15.97% | 2 |
|
|
2019
Q4 | $81.7M | Buy |
1,332,725
+134,225
| +11% | +$8.23M | 11.48% | 4 |
|
|
2019
Q3 | $63.8M | Buy |
1,198,500
+374,500
| +45% | +$19.9M | 12.81% | 3 |
|
|
2019
Q2 | $42.2M | Buy |
824,000
+186,000
| +29% | +$9.51M | 10.76% | 5 |
|
|
2019
Q1 | $30.8M | Buy |
638,000
+50,000
| +9% | +$2.41M | 9.82% | 5 |
|
|
2018
Q4 | $27.7M | Buy |
+588,000
| New | +$27.7M | 12.16% | 4 |
|