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Advisory Research’s Alibaba BABA Stock Holding History

Advisory Research’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
2020
Q2 		– Sell
-1,720
Closed -$335K – 311
2020
Q1 		$335K Buy
1,720
+222
+15% +$46.3K 0.02% 233
2019
Q4 		$318K Sell
1,498
-16,595
-92% -$3.11M 0.01% 287
2019
Q3 		$3.03M Sell
18,093
-426
-2% -$73.2K 0.15% 96
2019
Q2 		$3.14M Buy
18,519
+123
+0.7% +$21.2K 0.06% 152
2019
Q1 		$3.36M Buy
18,396
+497
+3% +$83.6K 0.06% 143
2018
Q4 		$2.45M Hold
17,899
– – 0.05% 171
2018
Q3 		$2.95M Buy
17,899
+3,660
+26% +$648K 0.05% 170
2018
Q2 		$2.64M Sell
14,239
-14,832
-51% -$2.83M 0.04% 188
2018
Q1 		$5.34M Sell
29,071
-2,830
-9% -$533K 0.1% 138
2017
Q4 		$5.5M Sell
31,901
-753
-2% -$135K 0.09% 146
2017
Q3 		$5.64M Sell
32,654
-1,225
-4% -$199K 0.09% 146
2017
Q2 		$4.77M Buy
33,879
+31,390
+1,261% +$3.88M 0.08% 154
2017
Q1 		$268K Buy
+2,489
New +$253K ﹤0.01% 385

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Advisory Research's BABA Position: Q2 2020 in Review

Advisory Research sold out of Alibaba (BABA) in Q2 2020, closing a stake of 1,720 shares — an estimated $335K sold.

Advisory Research first reported a position in BABA in Q1 2017 and held it in 13 quarters. The position peaked at $5.64M in Q3 2017. 1,772 funds tracked by Wall St. Rank hold BABA as of Q2 2020.

  • Advisory Research reported no remaining Alibaba position as of Q2 2020 after selling out during the quarter.
  • Advisory Research sold 1,720 Alibaba shares in Q2 2020, an estimated $335K.
  • Advisory Research first reported a position in Alibaba in Q1 2017 and held it in 13 quarters.
  • Advisory Research's Alibaba position peaked at $5.64M in Q3 2017.
  • 1,772 funds tracked by Wall St. Rank held Alibaba as of Q2 2020.

Based on Advisory Research's 13F filing for Q2 2020, filed 13 Aug 2020.