AM Investment Strategies’s Alibaba BABA Stock Holding History

AM Investment Strategies’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	$292K	Hold	2,327	–	–	0.06%	86
2025 Q4	$341K	Hold	2,327	–	–	0.07%	91
2025 Q3	$416K	Buy	2,327 +7	+0.3%	+$917	0.09%	82
2025 Q2	$263K	Hold	2,320	–	–	0.06%	93
2025 Q1	$307K	Buy	+2,320	New	+$268K	0.07%	85
2024 Q4	–	Sell	-2,325	Closed	-$247K	–	104
2024 Q3	$247K	Buy	+2,325	New	+$190K	0.06%	84
2023 Q4	–	Sell	-3,191	Closed	-$277K	–	107
2023 Q3	$277K	Hold	3,191	–	–	0.09%	77
2023 Q2	$266K	Sell	3,191 -6	-0.2%	-$525	0.08%	80
2023 Q1	$327K	Sell	3,197 -7	-0.2%	-$701	0.11%	68
2022 Q4	$282K	Sell	3,204 -5,063	-61%	-$399K	0.1%	70
2022 Q3	$661K	Buy	8,267 +30	+0.4%	+$2.86K	0.24%	48
2022 Q2	$936K	Sell	8,237 -507	-6%	-$49.7K	0.33%	46
2022 Q1	$951K	Buy	8,744 +1,814	+26%	+$209K	0.25%	50
2021 Q4	$823K	Sell	6,930 -45,842	-87%	-$6.68M	0.2%	57
2021 Q3	$7.81M	Sell	52,772 -6,864	-12%	-$1.25M	2.05%	10
2021 Q2	$13.5M	Buy	59,636 +935	+2%	+$208K	3.48%	6
2021 Q1	$13.3M	Sell	58,701 -1,651	-3%	-$406K	3.71%	6
2020 Q4	$14M	Buy	60,352 +9,627	+19%	+$2.67M	4.32%	5
2020 Q3	$14.9M	Buy	+50,725	New	+$13.4M	5.24%	5

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