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Balanced Rock Investment Advisors’s Alibaba BABA Stock Holding History

Balanced Rock Investment 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
2024
Q4 		– Sell
-2,776
Closed -$295K – 92
2024
Q3 		$295K Sell
2,776
-54
-2% -$4.42K 0.23% 74
2024
Q2 		$204K Sell
2,830
-23
-0.8% -$1.76K 0.17% 85
2024
Q1 		$206K Sell
2,853
-1,086
-28% -$79.6K 0.18% 86
2023
Q4 		$305K Buy
+3,939
New +$314K 0.27% 79

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Balanced Rock Investment Advisors's BABA Position: Q4 2024 in Review

Balanced Rock Investment Advisors sold out of Alibaba (BABA) in Q4 2024, closing a stake of 2,776 shares — an estimated $295K sold.

Balanced Rock Investment Advisors first reported a position in BABA in Q4 2023 and held it in 4 quarters. The position peaked at $305K in Q4 2023. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

  • Balanced Rock Investment Advisors reported no remaining Alibaba position as of Q4 2024 after selling out during the quarter.
  • Balanced Rock Investment Advisors sold 2,776 Alibaba shares in Q4 2024, an estimated $295K.
  • Balanced Rock Investment Advisors first reported a position in Alibaba in Q4 2023 and held it in 4 quarters.
  • Balanced Rock Investment Advisors's Alibaba position peaked at $305K in Q4 2023.
  • 1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Balanced Rock Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.