Marietta Investment Partners’s NetEase NTES Stock Holding History

Marietta Investment Partners’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
2018 Q2	–	Sell	-4,920	Closed	-$276K	–	151
2018 Q1	$276K	Hold	4,920	–	–	0.08%	121
2017 Q4	$340K	Hold	4,920	–	–	0.1%	116
2017 Q3	$260K	Sell	4,920 -40,645	-89%	-$2.33M	0.08%	119
2017 Q2	$2.74M	Buy	45,565 +39,515	+653%	+$2.27M	0.88%	38
2017 Q1	$344K	Hold	6,050	–	–	0.11%	110
2016 Q4	$261K	Hold	6,050	–	–	0.09%	119
2016 Q3	$291K	Hold	6,050	–	–	0.09%	124
2016 Q2	$234K	Sell	6,050 -38,045	-86%	-$1.18M	0.08%	132
2016 Q1	$1.27M	Buy	44,095 +1,855	+4%	+$55.6K	0.52%	44
2015 Q4	$1.53M	Buy	42,240 +12,500	+42%	+$389K	0.62%	42
2015 Q3	$862K	Buy	29,740 +3,450	+13%	+$88.9K	0.34%	72
2015 Q2	$762K	Buy	+26,290	New	+$702K	0.3%	71

Other funds holding NTES

OAG

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

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

Lazard Asset Management New York $60.8B AUM 22.47% 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

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

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

CGI

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

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

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

Marietta Investment Partners's NTES Position: Q2 2018 in Review

Marietta Investment Partners sold out of NetEase (NTES) in Q2 2018, closing a stake of 4,920 shares — an estimated $276K sold.

Marietta Investment Partners first reported a position in NTES in Q2 2015 and held it in 12 quarters. The position peaked at $2.74M in Q2 2017. 355 funds tracked by Wall St. Rank hold NTES as of Q2 2018.

Marietta Investment Partners reported no remaining NetEase position as of Q2 2018 after selling out during the quarter.
Marietta Investment Partners sold 4,920 NetEase shares in Q2 2018, an estimated $276K.
Marietta Investment Partners first reported a position in NetEase in Q2 2015 and held it in 12 quarters.
Marietta Investment Partners's NetEase position peaked at $2.74M in Q2 2017.
355 funds tracked by Wall St. Rank held NetEase as of Q2 2018.

Based on Marietta Investment Partners's 13F filing for Q2 2018, filed 9 Aug 2018.