Wellcome Trust’s JD.com JD Stock Holding History

Wellcome Trust’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
2024 Q3	–	Sell	-975,000	Closed	-$25.2M	–	24
2024 Q2	$25.2M	Sell	975,000 -4,325,000	-82%	-$127M	0.32%	23
2024 Q1	$145M	Hold	5,300,000	–	–	1.74%	21
2023 Q4	$153M	Hold	5,300,000	–	–	1.9%	21
2023 Q3	$154M	Hold	5,300,000	–	–	2.05%	21
2023 Q2	$181M	Hold	5,300,000	–	–	2.38%	20
2023 Q1	$233M	Sell	5,300,000 -265,000	-5%	-$13.7M	3.25%	18
2022 Q4	$312M	Hold	5,565,000	–	–	4.62%	10
2022 Q3	$280M	Sell	5,565,000 -460,000	-8%	-$27.2M	4.39%	10
2022 Q2	$387M	Hold	6,025,000	–	–	5.05%	6
2022 Q1	$349M	Hold	6,025,000	–	–	3.64%	14
2021 Q4	$422M	Hold	6,025,000	–	–	4.01%	12
2021 Q3	$435M	Hold	6,025,000	–	–	4.3%	8
2021 Q2	$481M	Hold	6,025,000	–	–	4.59%	7
2021 Q1	$508M	Sell	6,025,000 -1,475,000	-20%	-$135M	5.3%	6
2020 Q4	$659M	Hold	7,500,000	–	–	6.74%	4
2020 Q3	$582M	Hold	7,500,000	–	–	7.87%	4
2020 Q2	$451M	Sell	7,500,000 -1,639,503	-18%	-$83M	6.86%	4
2020 Q1	$370M	Hold	9,139,503	–	–	6.62%	4
2019 Q4	$322M	Hold	9,139,503	–	–	4.31%	9
2019 Q3	$258M	Hold	9,139,503	–	–	4.08%	11
2019 Q2	$277M	Hold	9,139,503	–	–	4.3%	10
2019 Q1	$276M	Hold	9,139,503	–	–	4.46%	9
2018 Q4	$191M	Hold	9,139,503	–	–	3.62%	12
2018 Q3	$238M	Buy	9,139,503 +71,289	+0.8%	+$2.34M	3.77%	10
2018 Q2	$353M	Hold	9,068,214	–	–	5.67%	7
2018 Q1	$367M	Hold	9,068,214	–	–	5.52%	9
2017 Q4	$376M	Buy	9,068,214 +48,398	+0.5%	+$1.9M	5.68%	9
2017 Q3	$345M	Buy	9,019,816 +19,816	+0.2%	+$848K	5.5%	10
2017 Q2	$353M	Hold	9,000,000	–	–	6.01%	8
2017 Q1	$280M	Hold	9,000,000	–	–	5.04%	11
2016 Q4	$229M	Hold	9,000,000	–	–	4.58%	11
2016 Q3	$235M	Hold	9,000,000	–	–	4.91%	10
2016 Q2	$191M	Hold	9,000,000	–	–	4.35%	14
2016 Q1	$239M	Hold	9,000,000	–	–	5.28%	9
2015 Q4	$290M	Hold	9,000,000	–	–	5.79%	5
2015 Q3	$235M	Sell	9,000,000 -977,467	-10%	-$28.3M	5.19%	5
2015 Q2	$340M	Buy	9,977,467 +2,742,381	+38%	+$93.3M	6.89%	2
2015 Q1	$213M	Buy	7,235,086 +887,247	+14%	+$23.8M	4.56%	12
2014 Q4	$147M	Buy	6,347,839 +149,492	+2%	+$3.68M	3.03%	19
2014 Q3	$160M	Buy	+6,198,347	New	+$179M	3.32%	19

Other funds holding JD

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

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

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

NMO

Newlands Management Operations Dallas, Texas $16.6B AUM 3.91% 1-Year Est. Return

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

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

Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Wellcome Trust's JD Position: Q3 2024 in Review

Wellcome Trust sold out of JD.com (JD) in Q3 2024, closing a stake of 975,000 shares — an estimated $25.2M sold.

Wellcome Trust first reported a position in JD in Q3 2014 and held it in 40 quarters. The position peaked at $659M in Q4 2020. 544 funds tracked by Wall St. Rank hold JD as of Q3 2024.

Wellcome Trust reported no remaining JD.com position as of Q3 2024 after selling out during the quarter.
Wellcome Trust sold 975,000 JD.com shares in Q3 2024, an estimated $25.2M.
Wellcome Trust first reported a position in JD.com in Q3 2014 and held it in 40 quarters.
Wellcome Trust's JD.com position peaked at $659M in Q4 2020.
544 funds tracked by Wall St. Rank held JD.com as of Q3 2024.

Based on Wellcome Trust's 13F filing for Q3 2024, filed 21 Oct 2024.