M&G Investment Management’s KE Holdings BEKE Stock Holding History

M&G Investment Management’s Portfolio BEKE Stock Details BEKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	$127M	Buy	7,926,434 +1,065,949	+16%	+$16.5M	0.45%	35
2023 Q3	$110M	Buy	6,860,485 +600,530	+10%	+$9.54M	0.49%	35
2023 Q2	$93.9M	Buy	6,259,955 +1,237,130	+25%	+$20.2M	0.38%	44
2023 Q1	$95.4M	Sell	5,022,825 -144,255	-3%	-$2.67M	0.45%	46
2022 Q4	$72.3M	Buy	5,167,080 +2,072,318	+67%	+$28.8M	0.36%	60
2022 Q3	$55.7K	Sell	3,094,762 -89,464	-3%	-$1.45M	0.32%	70
2022 Q2	$57.3K	Buy	3,184,226 +582,518	+22%	+$8.2M	0.34%	79
2022 Q1	$31.2K	Buy	2,601,708 +762,250	+41%	+$13.6M	0.06%	120
2021 Q4	$36.8K	Buy	1,839,458 +431,331	+31%	+$8.83M	0.1%	106
2021 Q3	$25.3K	Buy	+1,408,127	New	+$34.3M	0.06%	178

Other funds holding BEKE

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

CCM

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

KFA

Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

M&G Investment Management's BEKE Position: Q4 2023 in Review

M&G Investment Management increased its KE Holdings (BEKE) stake by 16% in Q4 2023, buying an estimated $16.5M and bringing the position to 7,926,434 shares worth $127M. The position accounts for 0.45% of the portfolio, ranked #35.

M&G Investment Management first reported a position in BEKE in Q3 2021 and has held it in 10 quarters since. 276 funds tracked by Wall St. Rank hold BEKE as of Q4 2023.

M&G Investment Management held 7,926,434 shares of KE Holdings worth $127M as of Q4 2023.
M&G Investment Management bought 1,065,949 KE Holdings shares in Q4 2023, an estimated $16.5M.
KE Holdings made up 0.45% of M&G Investment Management's portfolio in Q4 2023, its #35 holding.
M&G Investment Management first reported a position in KE Holdings in Q3 2021 and has held it in 10 quarters since.
276 funds tracked by Wall St. Rank held KE Holdings as of Q4 2023.

Based on M&G Investment Management's 13F filing for Q4 2023, filed 8 Feb 2024.