Prem Watsa’s NetEase NTES Stock Holding History

Prem Watsa’s Portfolio NTES Stock Details NTES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-72,500	Closed	-$6.59M	–	62
2020 Q3	$6.59M	Sell	72,500 -5,000	-6%	-$470K	0.37%	21
2020 Q2	$6.66M	Buy	77,500 +37,500	+94%	+$2.82M	0.42%	20
2020 Q1	$2.56M	Hold	40,000	–	–	0.18%	22
2019 Q4	$2.45M	Hold	40,000	–	–	0.1%	22
2019 Q3	$2.13M	Hold	40,000	–	–	0.1%	22
2019 Q2	$2.05M	Hold	40,000	–	–	0.09%	22
2019 Q1	$1.93M	Hold	40,000	–	–	0.08%	21
2018 Q4	$1.88M	Hold	40,000	–	–	0.11%	20
2018 Q3	$1.82M	Hold	40,000	–	–	0.08%	24
2018 Q2	$2.02M	Hold	40,000	–	–	0.11%	22
2018 Q1	$2.24M	Buy	40,000 +7,500	+23%	+$471K	0.11%	22
2017 Q4	$2.24M	Buy	32,500 +12,500	+63%	+$781K	0.16%	26
2017 Q3	$1.05M	Buy	20,000 +5,000	+33%	+$287K	0.09%	35
2017 Q2	$902K	Hold	15,000	–	–	0.08%	18
2017 Q1	$852K	Hold	15,000	–	–	0.07%	18
2016 Q4	$646K	Buy	15,000 +10,000	+200%	+$477K	0.06%	20
2016 Q3	$241K	Buy	+5,000	New	+$213K	0.02%	27

Other funds holding NTES

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $29.1B AUM 60.8% 1-Year Est. Return

UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Prem Watsa's NTES Position: Q4 2020 in Review

Prem Watsa sold out of NetEase (NTES) in Q4 2020, closing a stake of 72,500 shares — an estimated $6.59M sold.

Prem Watsa first reported a position in NTES in Q3 2016 and held it in 17 quarters. The position peaked at $6.66M in Q2 2020. 468 funds tracked by Wall St. Rank hold NTES as of Q4 2020.

Prem Watsa reported no remaining NetEase position as of Q4 2020 after selling out during the quarter.
Prem Watsa sold 72,500 NetEase shares in Q4 2020, an estimated $6.59M.
Prem Watsa first reported a position in NetEase in Q3 2016 and held it in 17 quarters.
Prem Watsa's NetEase position peaked at $6.66M in Q2 2020.
468 funds tracked by Wall St. Rank held NetEase as of Q4 2020.

Based on Fairfax Financial Holdings's 13F filing for Q4 2020, filed 12 Feb 2021.