LWM
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Lyell Wealth Management’s JD.com JD Stock Holding History

Lyell Wealth Management’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
2018
Q3 		– Sell
-55,320
Closed -$2.15M – 122
2018
Q2 		$2.15M Sell
55,320
-175
-0.3% -$6.75K 0.79% 49
2018
Q1 		$2.25M Buy
55,495
+5,350
+11% +$243K 0.83% 51
2017
Q4 		$2.08M Buy
+50,145
New +$1.97M 0.82% 52

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
HIM
Hillhouse Investment Management Grand Cayman, Cayman Islands $3.13B AUM 7.29% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Lyell Wealth Management sold out of JD.com (JD) in Q3 2018, closing a stake of 55,320 shares — an estimated $2.15M sold.

Lyell Wealth Management first reported a position in JD in Q4 2017 and held it in 3 quarters. The position peaked at $2.25M in Q1 2018. 458 funds tracked by Wall St. Rank hold JD as of Q3 2018.

  • Lyell Wealth Management reported no remaining JD.com position as of Q3 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 55,320 JD.com shares in Q3 2018, an estimated $2.15M.
  • Lyell Wealth Management first reported a position in JD.com in Q4 2017 and held it in 3 quarters.
  • Lyell Wealth Management's JD.com position peaked at $2.25M in Q1 2018.
  • 458 funds tracked by Wall St. Rank held JD.com as of Q3 2018.

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