PF
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Phoenix Financial’s JD.com JD Stock Holding History

Phoenix Financial’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
2022
Q4 		– Sell
-20,389
Closed -$1.04M – 312
2022
Q3 		$1.04M Buy
20,389
+3,047
+18% +$180K 0.02% 193
2022
Q2 		$1.11M Sell
17,342
-12,034
-41% -$694K 0.02% 208
2022
Q1 		$1.75M Buy
29,376
+13,100
+80% +$890K 0.03% 208
2021
Q4 		$1.11M Buy
+16,276
New +$1.29M 0.02% 240
2021
Q1 		– Sell
-11,015
Closed -$982K – 437
2020
Q4 		$982K Buy
+11,015
New +$920K 0.03% 227

Other funds holding JD

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Tiger Global Management
Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HA
HHLR Advisors Grand Cayman, Cayman Islands $1.67B AUM 7.53% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return
WT
Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Phoenix Financial's JD Position: Q4 2022 in Review

Phoenix Financial sold out of JD.com (JD) in Q4 2022, closing a stake of 20,389 shares — an estimated $1.04M sold.

Phoenix Financial first reported a position in JD in Q4 2020 and held it in 5 quarters. The position peaked at $1.75M in Q1 2022. 560 funds tracked by Wall St. Rank hold JD as of Q4 2022.

  • Phoenix Financial reported no remaining JD.com position as of Q4 2022 after selling out during the quarter.
  • Phoenix Financial sold 20,389 JD.com shares in Q4 2022, an estimated $1.04M.
  • Phoenix Financial first reported a position in JD.com in Q4 2020 and held it in 5 quarters.
  • Phoenix Financial's JD.com position peaked at $1.75M in Q1 2022.
  • 560 funds tracked by Wall St. Rank held JD.com as of Q4 2022.

Based on Phoenix Financial's 13F filing for Q4 2022, filed 13 Feb 2023.