Islet Management’s Baidu BIDU Stock Holding History

Islet Management’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	–	Sell	-60,000	Closed	-$8.93M	–	132
2021 Q4	$8.93M	Buy	+60,000	New	+$9.37M	0.24%	117
2021 Q3	–	Sell	-75,000	Closed	-$15.3M	–	212
2021 Q2	$15.3M	Sell	75,000 -125,000	-63%	-$25M	0.42%	78
2021 Q1	$43.5M	Buy	200,000 +115,000	+135%	+$30M	1.07%	16
2020 Q4	$18.4M	Sell	85,000 -15,000	-15%	-$2.23M	0.84%	23
2020 Q3	$12.7M	Buy	100,000 +15,000	+18%	+$1.86M	0.87%	25
2020 Q2	$10.2M	Buy	+85,000	New	+$9.09M	1.16%	26
2020 Q1	–	Sell	-70,000	Closed	-$8.85M	–	111
2019 Q4	$8.85M	Buy	+70,000	New	+$7.96M	0.82%	21

Other funds holding BIDU

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

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

AIM

ARGA Investment Management Stamford, Connecticut $3.92B AUM 35.93% 1-Year Est. Return

Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return

Islet Management's BIDU Position: Q1 2022 in Review

Islet Management sold out of Baidu (BIDU) in Q1 2022, closing a stake of 60,000 shares — an estimated $8.93M sold.

Islet Management first reported a position in BIDU in Q4 2019 and held it in 7 quarters. The position peaked at $43.5M in Q1 2021. 607 funds tracked by Wall St. Rank hold BIDU as of Q1 2022.

Islet Management reported no remaining Baidu position as of Q1 2022 after selling out during the quarter.
Islet Management sold 60,000 Baidu shares in Q1 2022, an estimated $8.93M.
Islet Management first reported a position in Baidu in Q4 2019 and held it in 7 quarters.
Islet Management's Baidu position peaked at $43.5M in Q1 2021.
607 funds tracked by Wall St. Rank held Baidu as of Q1 2022.

Based on Islet Management's 13F filing for Q1 2022, filed 13 May 2022.