First Manhattan’s VNET Group VNET Stock Holding History

First Manhattan’s Portfolio VNET Stock Details VNET Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-450,000	Closed	-$2.56M	–	1524
2017 Q3	$2.56M	Sell	450,000 -303,992	-40%	-$1.51M	0.01%	336
2017 Q2	$3.79M	Sell	753,992 -1,500	-0.2%	-$8.12K	0.02%	280
2017 Q1	$4.15M	Buy	755,492 +392,600	+108%	+$2.66M	0.02%	267
2016 Q4	$2.54M	Buy	362,892 +16,914	+5%	+$126K	0.02%	306
2016 Q3	$2.75M	Sell	345,978 -1,032,222	-75%	-$9.53M	0.02%	302
2016 Q2	$14.1M	Buy	+1,378,200	New	+$22M	0.09%	155
2016 Q1	–	Sell	-752,166	Closed	-$15.9M	–	1460
2015 Q4	$15.9M	Buy	752,166 +532,500	+242%	+$10.7M	0.1%	134
2015 Q3	$4.01M	Buy	219,666 +171,666	+358%	+$3.26M	0.03%	254
2015 Q2	$984K	Buy	+48,000	New	+$961K	0.01%	431

Other funds holding VNET

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

NSLI

Nan Shan Life Insurance Taipei City, Taiwan $2.76B AUM 6.75% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

RGI

River Global Investors London, United Kingdom $515M AUM 24.86% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

First Manhattan's VNET Position: Q4 2017 in Review

First Manhattan sold out of VNET Group (VNET) in Q4 2017, closing a stake of 450,000 shares — an estimated $2.56M sold.

First Manhattan first reported a position in VNET in Q2 2015 and held it in 9 quarters. The position peaked at $15.9M in Q4 2015. 59 funds tracked by Wall St. Rank hold VNET as of Q4 2017.

First Manhattan reported no remaining VNET Group position as of Q4 2017 after selling out during the quarter.
First Manhattan sold 450,000 VNET Group shares in Q4 2017, an estimated $2.56M.
First Manhattan first reported a position in VNET Group in Q2 2015 and held it in 9 quarters.
First Manhattan's VNET Group position peaked at $15.9M in Q4 2015.
59 funds tracked by Wall St. Rank held VNET Group as of Q4 2017.

Based on First Manhattan's 13F filing for Q4 2017, filed 22 Jan 2018.