Advisory Research’s Alibaba BABA Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2020
Q2
Sell
-1,720
Closed -$335K 311
2020
Q1
$335K Buy
1,720
+222
+15% +$43.2K 0.02% 233
2019
Q4
$318K Sell
1,498
-16,595
-92% -$3.52M 0.01% 287
2019
Q3
$3.03M Sell
18,093
-426
-2% -$71.2K 0.15% 96
2019
Q2
$3.14M Buy
18,519
+123
+0.7% +$20.8K 0.06% 152
2019
Q1
$3.36M Buy
18,396
+497
+3% +$90.7K 0.06% 143
2018
Q4
$2.45M Hold
17,899
0.05% 171
2018
Q3
$2.95M Buy
17,899
+3,660
+26% +$603K 0.05% 170
2018
Q2
$2.64M Sell
14,239
-14,832
-51% -$2.75M 0.04% 188
2018
Q1
$5.34M Sell
29,071
-2,830
-9% -$519K 0.1% 138
2017
Q4
$5.5M Sell
31,901
-753
-2% -$130K 0.09% 146
2017
Q3
$5.64M Sell
32,654
-1,225
-4% -$212K 0.09% 146
2017
Q2
$4.77M Buy
33,879
+31,390
+1,261% +$4.42M 0.08% 154
2017
Q1
$268K Buy
+2,489
New +$268K ﹤0.01% 383