First Manhattan’s NetEase NTES Stock Holding History

First Manhattan’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
2023 Q1	–	Sell	-106	Closed	-$7.7K	–	1645
2022 Q4	$7.7K	Buy	+106	New	+$7.21K	﹤0.01%	1312
2020 Q1	–	Sell	-250	Closed	-$15K	–	1425
2019 Q4	$15K	Hold	250	–	–	﹤0.01%	1094
2019 Q3	$13K	Hold	250	–	–	﹤0.01%	1123
2019 Q2	$12K	Hold	250	–	–	﹤0.01%	1159
2019 Q1	$12K	Hold	250	–	–	﹤0.01%	1179
2018 Q4	$11K	Hold	250	–	–	﹤0.01%	1154
2018 Q3	$11K	Hold	250	–	–	﹤0.01%	1215
2018 Q2	$12K	Hold	250	–	–	﹤0.01%	1167
2018 Q1	$14K	Hold	250	–	–	﹤0.01%	1144
2017 Q4	$17K	Hold	250	–	–	﹤0.01%	1177
2017 Q3	$13K	Buy	+250	New	+$14.4K	﹤0.01%	1186
2014 Q3	–	Sell	-60,000	Closed	-$940K	–	1461
2014 Q2	$940K	Hold	60,000	–	–	0.01%	426
2014 Q1	$807K	Hold	60,000	–	–	0.01%	443
2013 Q4	$943K	Hold	60,000	–	–	0.01%	426
2013 Q3	$871K	Sell	60,000 -55,000	-48%	-$752K	0.01%	425
2013 Q2	$1.47M	Buy	+115,000	New	+$1.34M	0.01%	358

Other funds holding NTES

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Alkeon Capital Management New York $74.1B AUM 71.18% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $2.19B AUM 50.16% 1-Year Est. Return

OAG

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

First Manhattan's NTES Position: Q1 2023 in Review

First Manhattan sold out of NetEase (NTES) in Q1 2023, closing a stake of 106 shares — an estimated $7.7K sold.

First Manhattan first reported a position in NTES in Q2 2013 and held it in 16 quarters. The position peaked at $1.47M in Q2 2013. 312 funds tracked by Wall St. Rank hold NTES as of Q1 2023.

First Manhattan reported no remaining NetEase position as of Q1 2023 after selling out during the quarter.
First Manhattan sold 106 NetEase shares in Q1 2023, an estimated $7.7K.
First Manhattan first reported a position in NetEase in Q2 2013 and held it in 16 quarters.
First Manhattan's NetEase position peaked at $1.47M in Q2 2013.
312 funds tracked by Wall St. Rank held NetEase as of Q1 2023.

Based on First Manhattan's 13F filing for Q1 2023, filed 15 May 2023.