Lucia Wealth Services’s NetEase NTES Stock Holding History

Lucia Wealth Services’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
2020 Q3	$1.04M	Buy	11,490 +2,960	+35%	+$278K	0.25%	70
2020 Q2	$733K	Sell	8,530 -695	-8%	-$52.3K	0.19%	83
2020 Q1	$592K	Buy	+9,225	New	+$607K	0.2%	92
2018 Q2	–	Sell	-36,895	Closed	-$2.07M	–	221
2018 Q1	$2.07M	Buy	36,895 +9,195	+33%	+$577K	0.67%	59
2017 Q4	$1.91M	Buy	+27,700	New	+$1.73M	0.85%	30

Other funds holding NTES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CGI

Comgest Global Investors Paris, France $4.59B AUM 12.96% 1-Year Est. Return

Lucia Wealth Services's NTES Position: Q3 2020 in Review

Lucia Wealth Services increased its NetEase (NTES) stake by 35% in Q3 2020, buying an estimated $278K and bringing the position to 11,490 shares worth $1.04M. The position accounts for 0.25% of the portfolio, ranked #70.

Lucia Wealth Services first reported a position in NTES in Q4 2017 and has held it in 5 quarters since. The position peaked at $2.07M in Q1 2018. 466 funds tracked by Wall St. Rank hold NTES as of Q3 2020.

Lucia Wealth Services held 11,490 shares of NetEase worth $1.04M as of Q3 2020.
Lucia Wealth Services bought 2,960 NetEase shares in Q3 2020, an estimated $278K.
NetEase made up 0.25% of Lucia Wealth Services's portfolio in Q3 2020, its #70 holding.
Lucia Wealth Services first reported a position in NetEase in Q4 2017 and has held it in 5 quarters since.
Lucia Wealth Services's NetEase position peaked at $2.07M in Q1 2018.
466 funds tracked by Wall St. Rank held NetEase as of Q3 2020.

Based on Lucia Wealth Services's 13F filing for Q3 2020, filed 9 Nov 2020.