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Andesa Financial Management’s Alibaba BABA Stock Holding History

Andesa Financial Management’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
2021
Q4 		– Sell
-1,423
Closed -$210K – 149
2021
Q3 		$210K Buy
1,423
+97
+7% +$17.6K 0.11% 136
2021
Q2 		$301K Sell
1,326
-24
-2% -$5.33K 0.09% 129
2021
Q1 		$306K Buy
1,350
+42
+3% +$10.3K 0.1% 119
2020
Q4 		$305K Sell
1,308
-432
-25% -$120K 0.2% 95
2020
Q3 		$512K Buy
1,740
+66
+4% +$17.4K 0.21% 83
2020
Q2 		$360K Buy
1,674
+147
+10% +$30.6K 0.32% 75
2020
Q1 		$295K Sell
1,527
-72
-5% -$15K 0.33% 67
2019
Q4 		$338K Sell
1,599
-19
-1% -$3.56K 0.29% 74
2019
Q3 		$271K Buy
1,618
+235
+17% +$40.4K 0.26% 84
2019
Q2 		$235K Sell
1,383
-1,353
-49% -$234K 0.22% 95
2019
Q1 		$498K Buy
+2,736
New +$460K 0.25% 84

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Andesa Financial Management's BABA Position: Q4 2021 in Review

Andesa Financial Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,423 shares — an estimated $210K sold.

Andesa Financial Management first reported a position in BABA in Q1 2019 and held it in 11 quarters. The position peaked at $512K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Andesa Financial Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Andesa Financial Management sold 1,423 Alibaba shares in Q4 2021, an estimated $210K.
  • Andesa Financial Management first reported a position in Alibaba in Q1 2019 and held it in 11 quarters.
  • Andesa Financial Management's Alibaba position peaked at $512K in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Andesa Financial Management's 13F filing for Q4 2021, filed 27 Jan 2022.