Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,685,638
Closed -$351M 33
2015
Q1
$351M Buy
1,685,638
+52,468
+3% +$11.2M 4.81% 6
2014
Q4
$372M Buy
1,633,170
+595,660
+57% +$137M 4.98% 7
2014
Q3
$226M Buy
1,037,510
+354,118
+52% +$74.9M 3.05% 14
2014
Q2
$128M Buy
+683,392
New +$112M 2.02% 18

Other funds holding BIDU

John Armitage's BIDU Position: Q2 2015 in Review

John Armitage sold out of Baidu (BIDU) in Q2 2015, closing a stake of 1,685,638 shares — an estimated $351M sold.

John Armitage first reported a position in BIDU in Q2 2014 and held it in 4 quarters. The position peaked at $372M in Q4 2014. 595 funds tracked by Wall St. Rank hold BIDU as of Q2 2015.

  • John Armitage reported no remaining Baidu position as of Q2 2015 after selling out during the quarter.
  • John Armitage sold 1,685,638 Baidu shares in Q2 2015, an estimated $351M.
  • John Armitage first reported a position in Baidu in Q2 2014 and held it in 4 quarters.
  • John Armitage's Baidu position peaked at $372M in Q4 2014.
  • 595 funds tracked by Wall St. Rank held Baidu as of Q2 2015.

Based on Egerton Capital (UK)'s 13F filing for Q2 2015, filed 6 Aug 2015.