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 Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Tiger Global Management

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return