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Lyell Wealth Management’s Baidu BIDU Stock Holding History

Lyell Wealth Management’s Portfolio BIDU Stock Details BIDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-6,235
Closed -$1.51M – 120
2018
Q2 		$1.51M Buy
6,235
+1,030
+20% +$256K 0.55% 60
2018
Q1 		$1.16M Buy
5,205
+2,605
+100% +$642K 0.43% 67
2017
Q4 		$609K Buy
+2,600
New +$636K 0.24% 81

Other funds holding BIDU

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Lyell Wealth Management's BIDU Position: Q3 2018 in Review

Lyell Wealth Management sold out of Baidu (BIDU) in Q3 2018, closing a stake of 6,235 shares — an estimated $1.51M sold.

Lyell Wealth Management first reported a position in BIDU in Q4 2017 and held it in 3 quarters. The position peaked at $1.51M in Q2 2018. 805 funds tracked by Wall St. Rank hold BIDU as of Q3 2018.

  • Lyell Wealth Management reported no remaining Baidu position as of Q3 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 6,235 Baidu shares in Q3 2018, an estimated $1.51M.
  • Lyell Wealth Management first reported a position in Baidu in Q4 2017 and held it in 3 quarters.
  • Lyell Wealth Management's Baidu position peaked at $1.51M in Q2 2018.
  • 805 funds tracked by Wall St. Rank held Baidu as of Q3 2018.

Based on Lyell Wealth Management's 13F filing for Q3 2018, filed 30 Oct 2018.