Zimmer Partners’s GDS Holdings GDS Stock Holding History

Zimmer Partners’s Portfolio GDS Stock Details GDS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-605,300	Closed	-$56.7M	–	178
2020 Q4	$56.7M	Buy	605,300 +5,000	+0.8%	+$444K	0.83%	41
2020 Q3	$49.1M	Hold	600,300	–	–	0.76%	38
2020 Q2	$47.8M	Buy	600,300 +451,300	+303%	+$27.9M	0.65%	40
2020 Q1	$8.64M	Buy	149,000 +24,000	+19%	+$1.34M	0.19%	60
2019 Q4	$6.45M	Buy	+125,000	New	+$5.6M	0.09%	63
2019 Q3	–	Sell	-353,800	Closed	-$13.3M	–	117
2019 Q2	$13.3M	Buy	+353,800	New	+$12.9M	0.14%	71
2019 Q1	–	Sell	-389,953	Closed	-$9M	–	76
2018 Q4	$9M	Buy	389,953 +314,953	+420%	+$8.21M	0.12%	58
2018 Q3	$2.63M	Sell	75,000 -916,560	-92%	-$33M	0.03%	83
2018 Q2	$39.8M	Buy	991,560 +21,703	+2%	+$745K	0.55%	38
2018 Q1	$26.6M	Buy	+969,857	New	+$25.4M	0.48%	42

Other funds holding GDS

STT

Singapore Technologies Telemedia Singapore $295M AUM 1.77% 1-Year Est. Return

1WCM

12 West Capital Management New York $535M AUM 25.99% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

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

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $8.89B AUM 39.91% 1-Year Est. Return

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Zimmer Partners's GDS Position: Q1 2021 in Review

Zimmer Partners sold out of GDS Holdings (GDS) in Q1 2021, closing a stake of 605,300 shares — an estimated $56.7M sold.

Zimmer Partners first reported a position in GDS in Q1 2018 and held it in 10 quarters. The position peaked at $56.7M in Q4 2020. 277 funds tracked by Wall St. Rank hold GDS as of Q1 2021.

Zimmer Partners reported no remaining GDS Holdings position as of Q1 2021 after selling out during the quarter.
Zimmer Partners sold 605,300 GDS Holdings shares in Q1 2021, an estimated $56.7M.
Zimmer Partners first reported a position in GDS Holdings in Q1 2018 and held it in 10 quarters.
Zimmer Partners's GDS Holdings position peaked at $56.7M in Q4 2020.
277 funds tracked by Wall St. Rank held GDS Holdings as of Q1 2021.

Based on Zimmer Partners's 13F filing for Q1 2021, filed 17 May 2021.