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Morningstar Investment Services’s JD.com JD Stock Holding History

Morningstar Investment Services’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
2024
Q4 		– Sell
-5,836
Closed -$233K – 267
2024
Q3 		$233K Buy
+5,836
New +$160K ﹤0.01% 378
2024
Q1 		– Sell
-267,442
Closed -$7.63M – 384
2023
Q4 		$7.63M Buy
267,442
+137,450
+106% +$3.72M 0.04% 146
2023
Q3 		$3.71M Buy
129,992
+75,082
+137% +$2.61M 0.05% 148
2023
Q2 		$1.87M Buy
54,910
+12,094
+28% +$440K 0.02% 154
2023
Q1 		$1.9M Buy
42,816
+36,432
+571% +$1.88M 0.03% 150
2022
Q4 		$422K Sell
6,384
-38
-0.6% -$1.91K 0.01% 185
2022
Q3 		$252K Sell
6,422
-31,773
-83% -$1.88M ﹤0.01% 203
2022
Q2 		$2.48M Sell
38,195
-32,249
-46% -$1.86M 0.03% 144
2022
Q1 		$4.33M Buy
70,444
+28,787
+69% +$1.96M 0.05% 139
2021
Q4 		$2.92M Buy
+41,657
New +$3.3M 0.03% 160

Other funds holding JD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
NMO
Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
CCM
CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
DG
Discerene Group Stamford, Connecticut $946M AUM 1.38% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Morningstar Investment Services's JD Position: Q4 2024 in Review

Morningstar Investment Services sold out of JD.com (JD) in Q4 2024, closing a stake of 5,836 shares — an estimated $233K sold.

Morningstar Investment Services first reported a position in JD in Q4 2021 and held it in 10 quarters. The position peaked at $7.63M in Q4 2023. 548 funds tracked by Wall St. Rank hold JD as of Q4 2024.

  • Morningstar Investment Services reported no remaining JD.com position as of Q4 2024 after selling out during the quarter.
  • Morningstar Investment Services sold 5,836 JD.com shares in Q4 2024, an estimated $233K.
  • Morningstar Investment Services first reported a position in JD.com in Q4 2021 and held it in 10 quarters.
  • Morningstar Investment Services's JD.com position peaked at $7.63M in Q4 2023.
  • 548 funds tracked by Wall St. Rank held JD.com as of Q4 2024.

Based on Morningstar Investment Services's 13F filing for Q4 2024, filed 12 Feb 2025.