Lyell Wealth Management’s NetEase NTES Stock Holding History

Lyell Wealth Management’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
2021 Q3	–	Sell	-10,010	Closed	-$1.15M	–	186
2021 Q2	$1.15M	Hold	10,010	–	–	0.14%	95
2021 Q1	$1.03M	Buy	10,010 +10	+0.1%	+$1.13K	0.15%	93
2020 Q4	$958K	Hold	10,000	–	–	0.15%	85
2020 Q3	$909K	Hold	10,000	–	–	0.17%	82
2020 Q2	$859K	Hold	10,000	–	–	0.19%	73
2020 Q1	$642K	Hold	10,000	–	–	0.19%	75
2019 Q4	$613K	Hold	10,000	–	–	0.16%	80
2019 Q3	$532K	Hold	10,000	–	–	0.16%	82
2019 Q2	$512K	Hold	10,000	–	–	0.15%	88
2019 Q1	$483K	Hold	10,000	–	–	0.16%	87
2018 Q4	$471K	Hold	10,000	–	–	0.2%	81
2018 Q3	$457K	Buy	10,000 +2,650	+36%	+$122K	0.15%	88
2018 Q2	$371K	Sell	7,350 -15,010	-67%	-$766K	0.14%	88
2018 Q1	$1.25M	Buy	22,360 +3,005	+16%	+$189K	0.46%	65
2017 Q4	$1.34M	Buy	+19,355	New	+$1.21M	0.53%	61

Other funds holding NTES

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

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Overlook Holdings Tortola, British Virgin Islands $379M AUM 13.2% 1-Year Est. Return

Lyell Wealth Management's NTES Position: Q3 2021 in Review

Lyell Wealth Management sold out of NetEase (NTES) in Q3 2021, closing a stake of 10,010 shares — an estimated $1.15M sold.

Lyell Wealth Management first reported a position in NTES in Q4 2017 and held it in 15 quarters. The position peaked at $1.34M in Q4 2017. 417 funds tracked by Wall St. Rank hold NTES as of Q3 2021.

Lyell Wealth Management reported no remaining NetEase position as of Q3 2021 after selling out during the quarter.
Lyell Wealth Management sold 10,010 NetEase shares in Q3 2021, an estimated $1.15M.
Lyell Wealth Management first reported a position in NetEase in Q4 2017 and held it in 15 quarters.
Lyell Wealth Management's NetEase position peaked at $1.34M in Q4 2017.
417 funds tracked by Wall St. Rank held NetEase as of Q3 2021.

Based on Lyell Wealth Management's 13F filing for Q3 2021, filed 10 Nov 2021.