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Live Oak Private Wealth’s JD.com JD Stock Holding History

Live Oak Private Wealth’s Portfolio JD Stock Details JD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q4 		– Sell
-11,616
Closed -$584K – 174
2022
Q3 		$584K Buy
11,616
+388
+3% +$23K 0.13% 104
2022
Q2 		$721K Buy
11,228
+981
+10% +$56.6K 0.15% 103
2022
Q1 		$593K Buy
10,247
+845
+9% +$57.4K 0.11% 115
2021
Q4 		$659K Sell
9,402
-346
-4% -$27.4K 0.12% 109
2021
Q3 		$704K Sell
9,748
-2,416
-20% -$178K 0.14% 108
2021
Q2 		$971K Buy
12,164
+2,082
+21% +$157K 0.21% 88
2021
Q1 		$850K Buy
10,082
+1,230
+14% +$113K 0.21% 89
2020
Q4 		$778K Buy
8,852
+487
+6% +$40.7K 0.22% 78
2020
Q3 		$649K Sell
8,365
-143
-2% -$9.94K 0.22% 78
2020
Q2 		$512K Sell
8,508
-268
-3% -$13.6K 0.19% 84
2020
Q1 		$355K Buy
8,776
+1,406
+19% +$56.2K 0.36% 48
2019
Q4 		$260K Buy
+7,370
New +$238K 0.25% 67

Other funds holding JD

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Live Oak Private Wealth's JD Position: Q4 2022 in Review

Live Oak Private Wealth sold out of JD.com (JD) in Q4 2022, closing a stake of 11,616 shares — an estimated $584K sold.

Live Oak Private Wealth first reported a position in JD in Q4 2019 and held it in 12 quarters. The position peaked at $971K in Q2 2021. 558 funds tracked by Wall St. Rank hold JD as of Q4 2022.

  • Live Oak Private Wealth reported no remaining JD.com position as of Q4 2022 after selling out during the quarter.
  • Live Oak Private Wealth sold 11,616 JD.com shares in Q4 2022, an estimated $584K.
  • Live Oak Private Wealth first reported a position in JD.com in Q4 2019 and held it in 12 quarters.
  • Live Oak Private Wealth's JD.com position peaked at $971K in Q2 2021.
  • 558 funds tracked by Wall St. Rank held JD.com as of Q4 2022.

Based on Live Oak Private Wealth's 13F filing for Q4 2022, filed 10 Feb 2023.