98岁芒格惨亏40% 大砍阿里50%持股
(纽约12日讯)“股神”巴菲特拍档芒格(Charlie Munger)曾经极力支持,并大幅买进阿里巴巴的股票,如今旗下公司Daily Journal Corp.日前大幅减持阿里巴巴,仓位砍半。
根据外媒报道,据周一(11日)提交的监管文件显示,截至3月底该公司持有阿里巴巴30万股美国存托股票(ADR),而在去年底Daily Journal持有的阿里巴巴在60.20万股,而去年9月30日止为30.20万股,持股明显的减少了一半。
据报道,根据Daily Journal Corp公司公开的持仓数据显示,截至去年第一季度末,Daily Journal Corp持有16.53万股阿里股票,而去年第一季度,阿里平均收盘价为245.62美元,这意味着芒格大约投入资金约4061万美元。
随着阿里股价在去年第三和第四季度持续大跌,芒格仍然在市场不被看好下,继续逆势加仓,分别加仓约13.67万股和30万股,并为此分别投入2488万美元和4360万美元。
以此计算,芒格总计买入约60.2万份阿里ADR,总计投入约1.09亿美元(约4.62亿令吉),平均成本约为181美元。
截至今年3月底,阿里股价报108美元,这意味着截至3月底,芒格在这只股票上浮亏约40%。
芒格曾长期担任Daily Journ董事长。今年3月该公司宣布,这位98岁的亿万富翁将卸任董事长,但保留董事席位,且“仍将继续特别关注他过去参与的事项,包括公司的证券投资组合”。
截至2022年3月31日,Daily Journal的目前四大重仓股分别为美国银行、富国银行、阿里巴巴和美国合众银行。(综合报道)
https://www.sinchew.com.my/20220412/98%E5%B2%81%E8%8A%92%E6%A0%BC%E6%83%A8%E4%BA%8F40-%E5%A4%A7%E7%A0%8D%E9%98%BF%E9%87%8C50%E6%8C%81%E8%82%A1/
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