Redpoint Investment Management’s NetEase NTES Stock Holding History

Redpoint Investment Management’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
2022 Q3	$692K	Sell	9,156 -2,244	-20%	-$197K	0.1%	256
2022 Q2	$1.06M	Hold	11,400	–	–	0.13%	199
2022 Q1	$1.02M	Hold	11,400	–	–	0.1%	240
2021 Q4	$1.16M	Hold	11,400	–	–	0.09%	249
2021 Q3	$974K	Sell	11,400 -321	-3%	-$30.3K	0.08%	282
2021 Q2	$1.35M	Hold	11,721	–	–	0.11%	218
2021 Q1	$1.21M	Sell	11,721 -849	-7%	-$96.1K	0.1%	226
2020 Q4	$1.2M	Buy	12,570 +1,940	+18%	+$174K	0.12%	188
2020 Q3	$967K	Sell	10,630 -12,945	-55%	-$1.22M	0.1%	220
2020 Q2	$2.02M	Sell	23,575 -1,900	-7%	-$143K	0.11%	212
2020 Q1	$1.64M	Hold	25,475	–	–	0.1%	223
2019 Q4	$1.56M	Hold	25,475	–	–	0.08%	315
2019 Q3	$1.36M	Hold	25,475	–	–	0.07%	327
2019 Q2	$1.3M	Sell	25,475 -2,355	-8%	-$125K	0.07%	337
2019 Q1	$1.34M	Hold	27,830	–	–	0.07%	332
2018 Q4	$1.31M	Hold	27,830	–	–	0.08%	305
2018 Q3	$1.27M	Hold	27,830	–	–	0.06%	340
2018 Q2	$1.41M	Buy	27,830 +2,730	+11%	+$139K	0.08%	318
2018 Q1	$1.41M	Hold	25,100	–	–	0.08%	309
2017 Q4	$1.73M	Buy	+25,100	New	+$1.57M	0.1%	267

Other funds holding NTES

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GAMH

Greenwoods Asset Management (HK) Hong Kong $3.88B AUM 23.82% 1-Year Est. Return

Redpoint Investment Management's NTES Position: Q3 2022 in Review

Redpoint Investment Management reduced its NetEase (NTES) stake by 20% in Q3 2022, selling an estimated $197K and leaving 9,156 shares worth $692K. The position accounts for 0.1% of the portfolio, ranked #256.

Redpoint Investment Management first reported a position in NTES in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.02M in Q2 2020. 322 funds tracked by Wall St. Rank hold NTES as of Q3 2022.

Redpoint Investment Management held 9,156 shares of NetEase worth $692K as of Q3 2022.
Redpoint Investment Management sold 2,244 NetEase shares in Q3 2022, an estimated $197K.
NetEase made up 0.1% of Redpoint Investment Management's portfolio in Q3 2022, its #256 holding.
Redpoint Investment Management first reported a position in NetEase in Q4 2017 and has held it in 20 quarters since.
Redpoint Investment Management's NetEase position peaked at $2.02M in Q2 2020.
322 funds tracked by Wall St. Rank held NetEase as of Q3 2022.

Based on Redpoint Investment Management's 13F filing for Q3 2022, filed 14 Oct 2022.