Orbis Allan Gray’s Autohome ATHM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q4 | – | Sell |
-1,887,024
| Closed | -$88.6M | – | 64 |
|
|
2021
Q3 | $88.6M | Sell |
1,887,024
-1,403,009
| -43% | -$65.8M | 0.61% | 32 |
|
|
2021
Q2 | $210M | Buy |
3,290,033
+23,045
| +0.7% | +$1.47M | 1.33% | 23 |
|
|
2021
Q1 | $305M | Sell |
3,266,988
-1,791,624
| -35% | -$167M | 2.18% | 15 |
|
|
2020
Q4 | $504M | Sell |
5,058,612
-1,496,984
| -23% | -$149M | 3.65% | 9 |
|
|
2020
Q3 | $629M | Sell |
6,555,596
-681,090
| -9% | -$65.4M | 4.95% | 8 |
|
|
2020
Q2 | $546M | Sell |
7,236,686
-718,248
| -9% | -$54.2M | 4.11% | 10 |
|
|
2020
Q1 | $565M | Sell |
7,954,934
-1,023,592
| -11% | -$72.7M | 5.38% | 5 |
|
|
2019
Q4 | $718M | Sell |
8,978,526
-738,603
| -8% | -$59.1M | 5.02% | 4 |
|
|
2019
Q3 | $808M | Sell |
9,717,129
-696,652
| -7% | -$57.9M | 5.97% | 4 |
|
|
2019
Q2 | $892M | Buy |
10,413,781
+619,359
| +6% | +$53M | 6.42% | 4 |
|
|
2019
Q1 | $1.03B | Buy |
9,794,422
+1,290,154
| +15% | +$136M | 6.98% | 5 |
|
|
2018
Q4 | $665M | Buy |
8,504,268
+2,105,465
| +33% | +$165M | 4.79% | 5 |
|
|
2018
Q3 | $495M | Buy |
6,398,803
+1,858,866
| +41% | +$144M | 2.84% | 13 |
|
|
2018
Q2 | $459M | Buy |
4,539,937
+591,627
| +15% | +$59.8M | 2.55% | 15 |
|
|
2018
Q1 | $339M | Buy |
+3,948,310
| New | +$339M | 1.94% | 18 |
|