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Next Financial Group’s JD.com JD Stock Holding History

Next Financial Group’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
2021
Q4 		$612K Sell
8,738
-1,797
-17% -$142K 0.04% 459
2021
Q3 		$761K Buy
10,535
+1,954
+23% +$144K 0.06% 342
2021
Q2 		$685K Buy
8,581
+2,135
+33% +$161K 0.05% 363
2021
Q1 		$544K Sell
6,446
-462
-7% -$42.4K 0.05% 393
2020
Q4 		$607K Sell
6,908
-390
-5% -$32.6K 0.06% 324
2020
Q3 		$566K Buy
7,298
+1,340
+22% +$93.1K 0.06% 301
2020
Q2 		$359K Buy
5,958
+270
+5% +$13.7K 0.04% 363
2020
Q1 		$230K Buy
5,688
+1,035
+22% +$41.4K 0.03% 493
2019
Q4 		$164K Buy
4,653
+2,432
+110% +$78.5K 0.02% 764
2019
Q3 		$63K Buy
2,221
+1,383
+165% +$41.8K 0.01% 1071
2019
Q2 		$25K Buy
+838
New +$24.1K ﹤0.01% 1388
2019
Q1 		– Sell
-4,692
Closed -$98K – 1885
2018
Q4 		$98K Buy
4,692
+4,442
+1,777% +$99.4K 0.02% 593
2018
Q3 		$7K Buy
+250
New +$8.19K ﹤0.01% 1093
2018
Q2 		– Sell
-8,343
Closed -$338K – 343
2018
Q1 		$338K Buy
+8,343
New +$378K 0.07% 273
2017
Q4 		– Sell
-1,479
Closed -$57K – 854
2017
Q3 		$57K Buy
+1,479
New +$63.3K 0.02% 665

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Coatue Management
Coatue Management New York $29.1B AUM 96.54% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return

Next Financial Group's JD Position: Q4 2021 in Review

Next Financial Group reduced its JD.com (JD) stake by 17% in Q4 2021, selling an estimated $142K and leaving 8,738 shares worth $612K. The position accounts for 0.04% of the portfolio, ranked #459.

Next Financial Group first reported a position in JD in Q3 2017 and has held it in 15 quarters since. The position peaked at $761K in Q3 2021. 667 funds tracked by Wall St. Rank hold JD as of Q4 2021.

  • Next Financial Group held 8,738 shares of JD.com worth $612K as of Q4 2021.
  • Next Financial Group sold 1,797 JD.com shares in Q4 2021, an estimated $142K.
  • JD.com made up 0.04% of Next Financial Group's portfolio in Q4 2021, its #459 holding.
  • Next Financial Group first reported a position in JD.com in Q3 2017 and has held it in 15 quarters since.
  • Next Financial Group's JD.com position peaked at $761K in Q3 2021.
  • 667 funds tracked by Wall St. Rank held JD.com as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.