Montag & Associates’s JD.com JD Stock Holding History

Montag & Associates’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
2025 Q2	–	Sell	-138	Closed	-$5.67K	–	986
2025 Q1	$5.67K	Hold	138	–	–	﹤0.01%	834
2024 Q4	$4.79K	Hold	138	–	–	﹤0.01%	843
2024 Q3	$5.52K	Hold	138	–	–	﹤0.01%	863
2024 Q2	$3.57K	Hold	138	–	–	﹤0.01%	845
2024 Q1	$3.78K	Sell	138 -34	-20%	-$832	﹤0.01%	835
2023 Q4	$4.98K	Sell	172 -23	-12%	-$623	﹤0.01%	825
2023 Q3	$5.68K	Hold	195	–	–	﹤0.01%	796
2023 Q2	$6.66K	Hold	195	–	–	﹤0.01%	799
2023 Q1	$8.56K	Hold	195	–	–	﹤0.01%	756
2022 Q4	$10.9K	Buy	195 +57	+41%	+$2.87K	﹤0.01%	726
2022 Q3	$7K	Hold	138	–	–	﹤0.01%	762
2022 Q2	$9K	Hold	138	–	–	﹤0.01%	703
2022 Q1	$8K	Buy	+138	New	+$9.38K	﹤0.01%	740
2021 Q3	–	Sell	-100	Closed	-$8K	–	881
2021 Q2	$8K	Sell	100 -8,138	-99%	-$612K	﹤0.01%	741
2021 Q1	$695K	Buy	8,238 +50	+0.6%	+$4.58K	0.04%	254
2020 Q4	$720K	Buy	8,188 +378	+5%	+$31.6K	0.04%	237
2020 Q3	$606K	Buy	+7,810	New	+$543K	0.05%	216

Other funds holding JD

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

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