TGA
NOAH

Trilogy Global Advisors’s Noah Holdings NOAH Stock Holding History

Trilogy Global Advisors’s Portfolio NOAH Stock Details NOAH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$9K Sell
201,418
-30,076
-13% -$1.25M 1.26% 21
2018
Q3 		$9.76M Buy
231,494
+5,366
+2% +$245K 1.09% 22
2018
Q2 		$11.8M Buy
+226,128
New +$12.8M 1.16% 22

Other funds holding NOAH

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
WA
WFM Asia Road Town, Tortola, British Virgin Islands $632M AUM 14.51% 1-Year Est. Return
YCM
Yiheng Capital Management San Francisco, California $231M AUM 29.07% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return
TPC
Tiger Pacific Capital New York $410M AUM 0.97% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Cederberg Capital London, United Kingdom $186M AUM 21.27% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Trilogy Global Advisors's NOAH Position: Q4 2018 in Review

Trilogy Global Advisors reduced its Noah Holdings (NOAH) stake by 13% in Q4 2018, selling an estimated $1.25M and leaving 201,418 shares worth $9K. The position accounts for 1.26% of the portfolio, ranked #21.

Trilogy Global Advisors first reported a position in NOAH in Q2 2018 and has held it in 3 quarters since. The position peaked at $11.8M in Q2 2018. 141 funds tracked by Wall St. Rank hold NOAH as of Q4 2018.

  • Trilogy Global Advisors held 201,418 shares of Noah Holdings worth $9K as of Q4 2018.
  • Trilogy Global Advisors sold 30,076 Noah Holdings shares in Q4 2018, an estimated $1.25M.
  • Noah Holdings made up 1.26% of Trilogy Global Advisors's portfolio in Q4 2018, its #21 holding.
  • Trilogy Global Advisors first reported a position in Noah Holdings in Q2 2018 and has held it in 3 quarters since.
  • Trilogy Global Advisors's Noah Holdings position peaked at $11.8M in Q2 2018.
  • 141 funds tracked by Wall St. Rank held Noah Holdings as of Q4 2018.

Based on Trilogy Global Advisors's 13F filing for Q4 2018, filed 8 Feb 2019.