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Mount Yale Investment Advisors’s JD.com JD Stock Holding History

Mount Yale Investment Advisors’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
-6,971
Closed -$279K – 589
2024
Q3 		$279K Buy
+6,971
New +$192K 0.03% 462
2018
Q3 		– Sell
-881
Closed -$34K – 970
2018
Q2 		$34K Buy
+881
New +$34K 0.01% 705

Other funds holding JD

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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

Mount Yale Investment Advisors's JD Position: Q4 2024 in Review

Mount Yale Investment Advisors sold out of JD.com (JD) in Q4 2024, closing a stake of 6,971 shares — an estimated $279K sold.

Mount Yale Investment Advisors first reported a position in JD in Q2 2018 and held it in 2 quarters. The position peaked at $279K in Q3 2024. 547 funds tracked by Wall St. Rank hold JD as of Q4 2024.

  • Mount Yale Investment Advisors reported no remaining JD.com position as of Q4 2024 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 6,971 JD.com shares in Q4 2024, an estimated $279K.
  • Mount Yale Investment Advisors first reported a position in JD.com in Q2 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's JD.com position peaked at $279K in Q3 2024.
  • 547 funds tracked by Wall St. Rank held JD.com as of Q4 2024.

Based on Mount Yale Investment Advisors's 13F filing for Q4 2024, filed 22 Jan 2025.