Junto Capital Management’s NetEase NTES Stock Holding History

Junto Capital Management’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
2021 Q3	–	Sell	-259,921	Closed	-$30M	–	68
2021 Q2	$30M	Buy	+259,921	New	+$28.6M	0.96%	48
2021 Q1	–	Sell	-278,407	Closed	-$26.7M	–	68
2020 Q4	$26.7M	Buy	+278,407	New	+$25M	0.87%	46
2018 Q4	–	Sell	-504,455	Closed	-$23M	–	55
2018 Q3	$23M	Buy	+504,455	New	+$23.2M	1.32%	37

Other funds holding NTES

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

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

OAG

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

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 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

Overlook Holdings Tortola, British Virgin Islands $379M AUM 13.2% 1-Year Est. Return

Junto Capital Management's NTES Position: Q3 2021 in Review

Junto Capital Management sold out of NetEase (NTES) in Q3 2021, closing a stake of 259,921 shares — an estimated $30M sold.

Junto Capital Management first reported a position in NTES in Q3 2018 and held it in 3 quarters. The position peaked at $30M in Q2 2021. 417 funds tracked by Wall St. Rank hold NTES as of Q3 2021.

Junto Capital Management reported no remaining NetEase position as of Q3 2021 after selling out during the quarter.
Junto Capital Management sold 259,921 NetEase shares in Q3 2021, an estimated $30M.
Junto Capital Management first reported a position in NetEase in Q3 2018 and held it in 3 quarters.
Junto Capital Management's NetEase position peaked at $30M in Q2 2021.
417 funds tracked by Wall St. Rank held NetEase as of Q3 2021.

Based on Junto Capital Management's 13F filing for Q3 2021, filed 15 Nov 2021.