景顺集团Q4持仓：大量抛售阿里巴巴，仍重仓亚马逊

智通财经2021-02-18

根据美国证券交易委员会(SEC)披露，景顺集团(IVZ.US)递交了截止至2020年12月31日的第四季度(Q4)持仓报告(13F)。据统计，景顺集团第四季度持仓总市值达3435.88亿美元，上一季度总市值为2958.20亿美元，环比增长16.15%。景顺集团在第四季度的持仓组合中新增了290只个股，增持了1860只个股。同时，景顺集团还减持了1515只个股，清仓了146只个股。其中前十大持仓...

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精彩评论

海豹bobo
2021-02-19
海豹bobo
那是上个季度的
肥肠
2021-02-19
肥肠
可以买阿里了
Raychan
2021-02-18
Raychan
[财迷] [财迷]

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(MRVI.US) 以及Schrodinger, Inc. (SDGR.US)。其中大部分属于IT板块和医疗保健板块。\n\n在前五大重仓股中，亚马逊位列第一，持仓约210.46万股，持仓市值约68.54亿美元，较上季度持仓数量增长了2%，占投资组合比例为1.99%。微软位列第二，持仓约2879.34万股，持仓市值约64.04亿美元，占投资组合比例为1.86%。阿里巴巴位列第三，持仓约2137.80万股，持仓市值约49.75亿美元，占投资组合比例为1.45%。第四和第五分别为苹果和脸书，持仓市值分别约46.07亿美元和43.51亿美元，分别较上季度增长7%和1%。五只标的中除了微软和阿里巴巴外均有不同比例的增持，值得一提的是阿里巴巴较上季度持仓数量减少13%。\n\n从持仓比例变化来看，前五大买入标的分别是：拼多多、迪士尼、法拉奇有限公司、淡水河谷 、特斯拉。前五大卖出标的分别是：阿里巴巴，微软，伯克希尔B，宝洁，HCP,其中阿里巴巴较上季度减持1.01%。","kind":null,"is_publish_news":true,"is_publish_highlight":true,"is_publish_live":null,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":387889704,"gmtCreate":1613736116108,"gmtModify":1613737148272,"author":{"id":"3576213107699468","authorId":"3576213107699468","name":"海豹bobo","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0},"htmlText":"那是上个季度的","listText":"那是上个季度的","text":"那是上个季度的","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387889704","repostId":2112863810,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":387970816,"gmtCreate":1613715282835,"gmtModify":1634552528469,"author":{"id":"3556174551424208","authorId":"3556174551424208","name":"肥肠","avatar":"https://static.tigerbbs.com/4580dda30f8237fbc6558a7dbf7854d8","vip":1,"crmLevel":2,"crmLevelSwitch":0},"htmlText":"可以买阿里了","listText":"可以买阿里了","text":"可以买阿里了","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/387970816","repostId":2112863810,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"},{"id":384130373,"gmtCreate":1613622992792,"gmtModify":1634552897067,"author":{"id":"3564283828510919","authorId":"3564283828510919","name":"Raychan","avatar":"https://static.tigerbbs.com/28122884c4dec771d27426dd0ee7247e","vip":1,"crmLevel":3,"crmLevelSwitch":0},"htmlText":"[财迷]&nbsp;[财迷]&nbsp;","listText":"[财迷]&nbsp;[财迷]&nbsp;","text":"[财迷] [财迷]","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"link":"https://laohu8.com/post/384130373","repostId":2112863810,"repostType":4,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"CN"}],"isCommentEnd":false,"newsSizeData":{"likeSize":3,"commentSize":3,"repostSize":0,"favoriteSize":5,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":false,"deviceId":"web-server-community-laohu8-v3","version":"4.25.1","shortVersion":"4.25.1","platform":"web","vendor":"web","appName":"laohu8","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2112863810"}