Toth Financial Advisory’s JD.com JD Stock Holding History

Toth Financial Advisory’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
2025 Q2	–	Sell	-9,200	Closed	-$378K	–	769
2025 Q1	$378K	Buy	+9,200	New	+$369K	0.05%	177
2022 Q1	–	Sell	-25	Closed	-$2K	–	763
2021 Q4	$2K	Buy	+25	New	+$1.98K	﹤0.01%	652
2021 Q3	–	Sell	-565	Closed	-$45K	–	771
2021 Q2	$45K	Sell	565 -100	-15%	-$7.53K	0.01%	289
2021 Q1	$56K	Buy	665 +300	+82%	+$27.5K	0.01%	285
2020 Q4	$32K	Buy	365 +100	+38%	+$8.35K	0.01%	290
2020 Q3	$21K	Buy	+265	New	+$18.4K	﹤0.01%	311
2020 Q2	–	Sell	-100	Closed	-$4K	–	573
2020 Q1	$4K	Sell	100 -400	-80%	-$16K	﹤0.01%	350
2019 Q4	$18K	Hold	500	–	–	﹤0.01%	263
2019 Q3	$14K	Hold	500	–	–	﹤0.01%	295
2019 Q2	$15K	Buy	500 +276	+123%	+$7.94K	﹤0.01%	289
2019 Q1	$7K	Hold	224	–	–	﹤0.01%	320
2018 Q4	$5K	Hold	224	–	–	﹤0.01%	325
2018 Q3	$6K	Buy	+224	New	+$7.34K	﹤0.01%	347
2018 Q2	–	Sell	-200	Closed	-$8K	–	447
2018 Q1	$8K	Hold	200	–	–	﹤0.01%	327
2017 Q4	$8K	Buy	+200	New	+$7.87K	﹤0.01%	333

Other funds holding JD

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

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

Newlands Management Operations Dallas, Texas $15.5B AUM 25.52% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Fidelity International

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CoreView Capital Management Hong Kong $473M AUM 14.25% 1-Year Est. Return

Discerene Group Stamford, Connecticut $864M AUM 1.38% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments

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

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