WIM
DAO

Waverton Investment Management’s Youdao DAO Stock Holding History

Waverton Investment Management’s Portfolio DAO Stock Details DAO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-154,618
Closed -$3.68M – 55
2021
Q1 		$3.68M Buy
+154,618
New +$4.91M 0.16% 38

Other funds holding DAO

OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
CFM
Coronation Fund Managers Cape Town, South Africa $2.62B AUM 17.1% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SCH
Sylebra Capital (HK) Hong Kong $1.88B AUM 19.75% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
KFA
Krane Funds Advisors New York $2.44B AUM 12.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TLA
Tree Line Advisors Central, Hong Kong $233M AUM 53.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Waverton Investment Management's DAO Position: Q2 2021 in Review

Waverton Investment Management sold out of Youdao (DAO) in Q2 2021, closing a stake of 154,618 shares — an estimated $3.68M sold.

Waverton Investment Management first reported a position in DAO in Q1 2021 and held it in 1 quarter. The position peaked at $3.68M in Q1 2021. 43 funds tracked by Wall St. Rank hold DAO as of Q2 2021.

  • Waverton Investment Management reported no remaining Youdao position as of Q2 2021 after selling out during the quarter.
  • Waverton Investment Management sold 154,618 Youdao shares in Q2 2021, an estimated $3.68M.
  • Waverton Investment Management first reported a position in Youdao in Q1 2021 and held it in 1 quarter.
  • Waverton Investment Management's Youdao position peaked at $3.68M in Q1 2021.
  • 43 funds tracked by Wall St. Rank held Youdao as of Q2 2021.

Based on Waverton Investment Management's 13F filing for Q2 2021, filed 2 Aug 2021.