WRF
JD icon

Waddell & Reed Financial’s JD.com JD Stock Holding History

Waddell & Reed Financial’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
2021
Q1 		$67.2M Buy
797,141
+194,943
+32% +$17.9M 0.14% 189
2020
Q4 		$52.9M Buy
602,198
+423
+0.1% +$35.3K 0.11% 218
2020
Q3 		$46.7M Sell
601,775
-156,162
-21% -$10.9M 0.11% 206
2020
Q2 		$45.6M Sell
757,937
-461,762
-38% -$23.4M 0.12% 203
2020
Q1 		$49.4M Sell
1,219,699
-78,490
-6% -$3.14M 0.16% 161
2019
Q4 		$45.7M Sell
1,298,189
-58
-0% -$1.87K 0.11% 207
2019
Q3 		$36.6M Buy
+1,298,247
New +$39.2M 0.09% 233
2018
Q2 		– Sell
-1,706,642
Closed -$69.1M – 559
2018
Q1 		$69.1M Sell
1,706,642
-869,278
-34% -$39.4M 0.16% 154
2017
Q4 		$107M Buy
2,575,920
+67,030
+3% +$2.64M 0.24% 110
2017
Q3 		$95.8M Sell
2,508,890
-290,350
-10% -$12.4M 0.21% 123
2017
Q2 		$110M Sell
2,799,240
-7,220
-0.3% -$272K 0.24% 111
2017
Q1 		$87.3M Buy
2,806,460
+373,650
+15% +$11M 0.19% 141
2016
Q4 		$61.9M Sell
2,432,810
-1,404,684
-37% -$36.6M 0.14% 190
2016
Q3 		$100M Sell
3,837,494
-2,160,150
-36% -$52.1M 0.21% 131
2016
Q2 		$127M Buy
5,997,644
+916,170
+18% +$22.1M 0.27% 100
2016
Q1 		$135M Buy
5,081,474
+425,350
+9% +$11.2M 0.25% 108
2015
Q4 		$150M Buy
4,656,124
+849,180
+22% +$25M 0.24% 104
2015
Q3 		$99.2M Buy
3,806,944
+3,145,014
+475% +$91M 0.16% 148
2015
Q2 		$22.6M Sell
661,930
-2,216,000
-77% -$75.4M 0.03% 330
2015
Q1 		$84.6M Sell
2,877,930
-79,000
-3% -$2.12M 0.12% 192
2014
Q4 		$68.4M Buy
2,956,930
+1,257,230
+74% +$31M 0.09% 195
2014
Q3 		$43.9M Sell
1,699,700
-1,196,404
-41% -$34.5M 0.06% 235
2014
Q2 		$82.6M Buy
+2,896,104
New +$75.5M 0.12% 180

Other funds holding JD

Tiger Global Management
Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $53.8B AUM 19.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
DCP
D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Waddell & Reed Financial's JD Position: Q1 2021 in Review

Waddell & Reed Financial increased its JD.com (JD) stake by 32% in Q1 2021, buying an estimated $17.9M and bringing the position to 797,141 shares worth $67.2M. The position accounts for 0.14% of the portfolio, ranked #189.

Waddell & Reed Financial first reported a position in JD in Q2 2014 and has held it in 23 quarters since. The position peaked at $150M in Q4 2015. 743 funds tracked by Wall St. Rank hold JD as of Q1 2021.

  • Waddell & Reed Financial held 797,141 shares of JD.com worth $67.2M as of Q1 2021.
  • Waddell & Reed Financial bought 194,943 JD.com shares in Q1 2021, an estimated $17.9M.
  • JD.com made up 0.14% of Waddell & Reed Financial's portfolio in Q1 2021, its #189 holding.
  • Waddell & Reed Financial first reported a position in JD.com in Q2 2014 and has held it in 23 quarters since.
  • Waddell & Reed Financial's JD.com position peaked at $150M in Q4 2015.
  • 743 funds tracked by Wall St. Rank held JD.com as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.