David Jeffrey Fear Holdings Activity

Thunderbird Partners Portfolio 13F

Thunderbird Partners has disclosed a total of 3 changes to the portfolio in the latest (2024 Q4) SEC report(s): increased the number of shares of 1, bought 1 totally new and completely sold out 1 position(s).

What stocks is David Jeffrey Fear buying now?

In the recent quarter David Jeffrey Fear has purchased 2 securities: (ILMN) ILLUMINA INC (new buy) and (UNH) UNITEDHEALTH GROUP INC (added shares +23.27%).

What does David Jeffrey Fear invest in?

David Jeffrey Fear's holdings are (UNH) UNITEDHEALTH GROUP INC (55.73%), (TAL) TAL EDUCATION GROUP- ADR (25.07%) and (ILMN) ILLUMINA INC (19.2%).

In the latest report(s) the following changes have been made to the investments: (UNH) UNITEDHEALTH GROUP INC (added shares +23.27%) and (ILMN) ILLUMINA INC (new buy).

History
Ticker
Stock
%
Activity
Share
Change
% change to
Portfolio
Reported
Price*
% difference
Current Price
% of
Portfolio
2024 Q4 (3 results)
ILMN
ILLUMINA INC
buy
+88,824
+19.20%
$133.63
43.25% $75.83
19.20%
UNH
UNITEDHEALTH GROUP INC
+23.27%
+12,857
+10.52%
$505.86
24.75% $380.64
55.73%
SIX
SIX FLAGS ENTERTAINMENT CORP
-100.00%
-195,700
-12.76%
$40.31
20.62% $32.00
0.00%
2024 Q3 (11 results)
TAL
TAL EDUCATION GROUP- ADR
-31.25%
-703,086
-14.23%
$11.84
20.44% $9.42
31.30%
UNH
UNITEDHEALTH GROUP INC
-39.13%
-35,517
-35.49%
$584.68
34.90% $380.64
55.22%
SIX
SIX FLAGS ENTERTAINMENT CORP
-94.56%
-3,404,108
-234.52%
$40.31
20.62% $32.00
0.00%
GOOGL
ALPHABET INC-CL A
-100.00%
-80,808
-25.16%
$182.15
16.14% $152.75
0.00%
PDD
PINDUODUO INC-ADR
-100.00%
-254,238
-57.77%
$132.95
17.53% $109.65
0.00%
HOG
HARLEY-DAVIDSON INC
-100.00%
-80,838
-4.63%
$33.54
29.58% $23.62
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-100.00%
-490,160
-86.51%
$103.27
7.32% $95.71
0.00%
JD
JDCOM INC-ADR
-100.00%
-1,116,363
-49.30%
$25.84
31.04% $33.86
0.00%
GDXJ
VANECK JUNIOR GOLD MINERS
-100.00%
-272,286
-19.60%
$42.12
52.66% $64.30
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-100.00%
-390,822
-51.92%
$77.73
39.16% $47.29
0.00%
WDC
WESTERN DIGITAL CORP
-100.00%
-776,989
-100.62%
$75.77
41.82% $44.08
0.00%
2024 Q2 (12 results)
UNH
UNITEDHEALTH GROUP INC
buy
+90,776
+10.98%
$509.26
25.26% $380.64
10.98%
GDXJ
VANECK JUNIOR GOLD MINERS
+72.43%
+114,376
+1.14%
$42.12
52.66% $64.30
0.00%
TAL
TAL EDUCATION GROUP- ADR
-3.30%
-76,706
-0.19%
$10.67
11.72% $9.42
5.70%
SIX
SIX FLAGS ENTERTAINMENT CORP
-3.49%
-130,219
-1.03%
$33.14
3.44% $32.00
28.34%
HOG
HARLEY-DAVIDSON INC
-3.60%
-3,017
-0.02%
$33.54
29.58% $23.62
0.00%
GOOGL
ALPHABET INC-CL A
-3.78%
-3,173
-0.14%
$182.15
16.14% $152.75
0.00%
WDC
WESTERN DIGITAL CORP
-11.22%
-98,170
-1.77%
$75.77
41.82% $44.08
0.00%
STX
SEAGATE TECHNOLOGY HOLDINGS
-12.52%
-70,148
-1.72%
$103.27
7.32% $95.71
0.00%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-17.30%
-81,766
-1.51%
$77.73
39.16% $47.29
0.00%
PDD
PINDUODUO INC-ADR
-23.00%
-75,936
-2.40%
$132.95
17.53% $109.65
0.00%
JD
JDCOM INC-ADR
-27.62%
-425,954
-2.61%
$25.84
31.04% $33.86
0.00%
BEKE
KE HOLDINGS INC-ADR
-100.00%
-667,902
-2.18%
$13.73
40.57% $19.30
0.00%
2024 Q1 (12 results)
GDXJ
VANECK JUNIOR GOLD MINERS
buy
+157,910
+1.57%
$38.74
65.98% $64.30
1.57%
JD
JDCOM INC-ADR
+29.25%
+349,033
+2.45%
$27.39
23.62% $33.86
10.84%
WDC
WESTERN DIGITAL CORP
-7.45%
-70,398
-1.23%
$68.24
35.40% $44.08
15.32%
SIX
SIX FLAGS ENTERTAINMENT CORP
-7.45%
-300,048
-2.03%
$26.32
21.58% $32.00
25.19%
EDU
NEW ORIENTAL EDUCATIO-SP ADR
-7.45%
-38,016
-0.85%
$86.82
45.53% $47.29
10.53%
TAL
TAL EDUCATION GROUP- ADR
-7.45%
-187,157
-0.55%
$11.35
17.00% $9.42
6.78%
BEKE
KE HOLDINGS INC-ADR
-7.79%
-56,449
-0.20%
$13.73
40.57% $19.30
0.00%
HOG
HARLEY-DAVIDSON INC
-7.86%
-7,150
-0.08%
$43.74
46.00% $23.62
0.94%
PDD
PINDUODUO INC-ADR
-11.06%
-41,060
-1.22%
$116.25
5.68% $109.65
9.85%
STX
SEAGATE TECHNOLOGY HOLDINGS
-11.90%
-75,695
-1.81%
$93.05
2.86% $95.71
13.38%
GOOGL
ALPHABET INC-CL A
-66.22%
-164,599
-6.37%
$150.93
1.21% $152.75
3.25%
MU
MICRON TECHNOLOGY INC
-100.00%
-596,984
-13.07%
$85.34
0.61% $85.86
0.00%
38 of 417

Shares, change to shares, sold shares - split-adjusted.

Reported price - this doesn't represent the actual buy or sell price.
It is the split-adjusted price of the security as of the last day of the reported period.

Value or Price - If the security is completely sold out, we show the reported value (or price) prior to the actual period.