Turiya Advisors Asia’s Daqo New Energy DQ Stock Holding History

Turiya Advisors Asia’s Portfolio DQ Stock Details DQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-685,972	Closed	-$27.2M	–	5
2023 Q2	$27.2M	Sell	685,972 -622,000	-48%	-$25.9M	17.92%	2
2023 Q1	$61.3M	Buy	1,307,972 +230,242	+21%	+$10.6M	15.3%	4
2022 Q4	$41.6M	Buy	+1,077,730	New	+$52.8M	11.58%	5

Other funds holding DQ

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Tairen Capital Hong Kong $1.13B AUM 188.29% 1-Year Est. Return

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

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

AIM

Alpine Investment Management Hong Kong $411M AUM 21.33% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

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

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Turiya Advisors Asia's DQ Position: Q3 2023 in Review

Turiya Advisors Asia sold out of Daqo New Energy (DQ) in Q3 2023, closing a stake of 685,972 shares — an estimated $27.2M sold.

Turiya Advisors Asia first reported a position in DQ in Q4 2022 and held it in 3 quarters. The position peaked at $61.3M in Q1 2023. 161 funds tracked by Wall St. Rank hold DQ as of Q3 2023.

Turiya Advisors Asia reported no remaining Daqo New Energy position as of Q3 2023 after selling out during the quarter.
Turiya Advisors Asia sold 685,972 Daqo New Energy shares in Q3 2023, an estimated $27.2M.
Turiya Advisors Asia first reported a position in Daqo New Energy in Q4 2022 and held it in 3 quarters.
Turiya Advisors Asia's Daqo New Energy position peaked at $61.3M in Q1 2023.
161 funds tracked by Wall St. Rank held Daqo New Energy as of Q3 2023.

Based on Turiya Advisors Asia's 13F filing for Q3 2023, filed 14 Nov 2023.