OAG
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Orbis Allan Gray’s SK Telecom SKM Stock Holding History

Orbis Allan Gray’s Portfolio SKM Stock Details SKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-485,017
Closed -$16.7M – 73
2016
Q4 		$16.7M Hold
485,017
– – 0.12% 51
2016
Q3 		$18.1M Buy
485,017
+117,590
+32% +$4.26M 0.13% 54
2016
Q2 		$12.7M Sell
367,427
-996,521
-73% -$32.9M 0.1% 60
2016
Q1 		$45.3M Buy
+1,363,948
New +$44.1M 0.37% 41

Other funds holding SKM

SII
Silchester International Investors London, United Kingdom $62M AUM 14.06% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CCM
Causeway Capital Management Los Angeles, California $9.24B AUM 21.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
OP
Oldfield Partners London, United Kingdom $415M AUM 35.18% 1-Year Est. Return

Orbis Allan Gray's SKM Position: Q1 2017 in Review

Orbis Allan Gray sold out of SK Telecom (SKM) in Q1 2017, closing a stake of 485,017 shares — an estimated $16.7M sold.

Orbis Allan Gray first reported a position in SKM in Q1 2016 and held it in 4 quarters. The position peaked at $45.3M in Q1 2016. 159 funds tracked by Wall St. Rank hold SKM as of Q1 2017.

  • Orbis Allan Gray reported no remaining SK Telecom position as of Q1 2017 after selling out during the quarter.
  • Orbis Allan Gray sold 485,017 SK Telecom shares in Q1 2017, an estimated $16.7M.
  • Orbis Allan Gray first reported a position in SK Telecom in Q1 2016 and held it in 4 quarters.
  • Orbis Allan Gray's SK Telecom position peaked at $45.3M in Q1 2016.
  • 159 funds tracked by Wall St. Rank held SK Telecom as of Q1 2017.

Based on Orbis Allan Gray's 13F filing for Q1 2017, filed 15 May 2017.