Welch & Forbes’s JD.com JD Stock Holding History

Welch & Forbes’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
2022 Q3	–	Sell	-3,500	Closed	-$225K	–	377
2022 Q2	$225K	Sell	3,500 -1,500	-30%	-$86.5K	﹤0.01%	361
2022 Q1	$289K	Hold	5,000	–	–	﹤0.01%	337
2021 Q4	$350K	Hold	5,000	–	–	0.01%	327
2021 Q3	$361K	Hold	5,000	–	–	0.01%	320
2021 Q2	$399K	Hold	5,000	–	–	0.01%	313
2021 Q1	$422K	Hold	5,000	–	–	0.01%	301
2020 Q4	$440K	Hold	5,000	–	–	0.01%	283
2020 Q3	$388K	Hold	5,000	–	–	0.01%	271
2020 Q2	$301K	Hold	5,000	–	–	0.01%	298
2020 Q1	$203K	Buy	+5,000	New	+$200K	0.01%	315

Other funds holding JD

Tiger Global Management New York $24B AUM 39.59% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Wellcome Trust London, United Kingdom $9.01B AUM 12.05% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

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

Welch & Forbes's JD Position: Q3 2022 in Review

Welch & Forbes sold out of JD.com (JD) in Q3 2022, closing a stake of 3,500 shares — an estimated $225K sold.

Welch & Forbes first reported a position in JD in Q1 2020 and held it in 10 quarters. The position peaked at $440K in Q4 2020. 546 funds tracked by Wall St. Rank hold JD as of Q3 2022.

Welch & Forbes reported no remaining JD.com position as of Q3 2022 after selling out during the quarter.
Welch & Forbes sold 3,500 JD.com shares in Q3 2022, an estimated $225K.
Welch & Forbes first reported a position in JD.com in Q1 2020 and held it in 10 quarters.
Welch & Forbes's JD.com position peaked at $440K in Q4 2020.
546 funds tracked by Wall St. Rank held JD.com as of Q3 2022.

Based on Welch & Forbes's 13F filing for Q3 2022, filed 31 Oct 2022.