West Oak Capital’s Li Auto LI Stock Holding History

West Oak Capital’s Portfolio LI Stock Details LI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-30	Closed	-$1K	–	347
2022 Q1	$1K	Hold	30	–	–	﹤0.01%	338
2021 Q4	$1K	Hold	30	–	–	﹤0.01%	341
2021 Q3	$1K	Hold	30	–	–	﹤0.01%	346
2021 Q2	$1K	Hold	30	–	–	﹤0.01%	334
2021 Q1	$1K	Buy	+30	New	+$867	﹤0.01%	324

Other funds holding LI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Tiger Global Management New York $22.8B AUM 30.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

West Oak Capital's LI Position: Q2 2022 in Review

West Oak Capital sold out of Li Auto (LI) in Q2 2022, closing a stake of 30 shares — an estimated $1K sold.

West Oak Capital first reported a position in LI in Q1 2021 and held it in 5 quarters. The position peaked at $1K in Q1 2022. 294 funds tracked by Wall St. Rank hold LI as of Q2 2022.

West Oak Capital reported no remaining Li Auto position as of Q2 2022 after selling out during the quarter.
West Oak Capital sold 30 Li Auto shares in Q2 2022, an estimated $1K.
West Oak Capital first reported a position in Li Auto in Q1 2021 and held it in 5 quarters.
West Oak Capital's Li Auto position peaked at $1K in Q1 2022.
294 funds tracked by Wall St. Rank held Li Auto as of Q2 2022.

Based on West Oak Capital's 13F filing for Q2 2022, filed 11 Jul 2022.