Addison Advisors’s Alibaba BABA Stock Holding History

Addison Advisors’s Portfolio BABA Stock Details BABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$22.2K	Buy	177 +17	+11%	+$2.56K	﹤0.01%	543
2025 Q4	$23.5K	Hold	160	–	–	0.01%	526
2025 Q3	$28.6K	Hold	160	–	–	0.01%	496
2025 Q2	$18.1K	Hold	160	–	–	﹤0.01%	554
2025 Q1	$21.2K	Hold	160	–	–	0.01%	495
2024 Q4	$13.6K	Hold	160	–	–	﹤0.01%	551
2024 Q3	$17K	Hold	160	–	–	﹤0.01%	529
2024 Q2	$11.5K	Hold	160	–	–	﹤0.01%	549
2024 Q1	$11.6K	Sell	160 -5	-3%	-$366	﹤0.01%	506
2023 Q4	$12.8K	Hold	165	–	–	0.01%	493
2023 Q3	$14.3K	Hold	165	–	–	0.01%	457
2023 Q2	$13.8K	Hold	165	–	–	0.01%	446
2023 Q1	$16.9K	Hold	165	–	–	0.01%	416
2022 Q4	$14.5K	Hold	165	–	–	0.01%	408
2022 Q3	$13K	Hold	165	–	–	0.01%	408
2022 Q2	$19K	Sell	165 -15	-8%	-$1.47K	0.01%	361
2022 Q1	$20K	Sell	180 -75	-29%	-$8.64K	0.01%	394
2021 Q4	$30K	Buy	255 +85	+50%	+$12.4K	0.02%	291
2021 Q3	$25K	Sell	170 -5	-3%	-$910	0.02%	242
2021 Q2	$40K	Buy	+175	New	+$38.9K	0.03%	200
2020 Q4	$41K	Buy	+175	New	+$48.6K	0.04%	193

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

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

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return