Sunriver Management’s Baidu BIDU Stock Holding History

Sunriver Management’s Portfolio BIDU Stock Details BIDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-118,460	Closed	-$19.5M	–	20
2019 Q1	$19.5M	Buy	118,460 +7,420	+7%	+$1.24M	3.89%	15
2018 Q4	$17.6M	Buy	+111,040	New	+$20.7M	4.01%	14
2016 Q3	–	Sell	-56,260	Closed	-$9.29M	–	20
2016 Q2	$9.29M	Sell	56,260 -10,080	-15%	-$1.77M	2.88%	18
2016 Q1	$12.7M	Buy	66,340 +42,520	+179%	+$7.24M	4.67%	12
2015 Q4	$4.5M	Buy	+23,820	New	+$4.39M	3.02%	16

Other funds holding BIDU

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

CCM

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

Sunriver Management's BIDU Position: Q2 2019 in Review

Sunriver Management sold out of Baidu (BIDU) in Q2 2019, closing a stake of 118,460 shares — an estimated $19.5M sold.

Sunriver Management first reported a position in BIDU in Q4 2015 and held it in 5 quarters. The position peaked at $19.5M in Q1 2019. 654 funds tracked by Wall St. Rank hold BIDU as of Q2 2019.

Sunriver Management reported no remaining Baidu position as of Q2 2019 after selling out during the quarter.
Sunriver Management sold 118,460 Baidu shares in Q2 2019, an estimated $19.5M.
Sunriver Management first reported a position in Baidu in Q4 2015 and held it in 5 quarters.
Sunriver Management's Baidu position peaked at $19.5M in Q1 2019.
654 funds tracked by Wall St. Rank held Baidu as of Q2 2019.

Based on Sunriver Management's 13F filing for Q2 2019, filed 14 Aug 2019.