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Bartlett & Co Wealth Management’s Alibaba BABA Stock Holding History

Bartlett & Co Wealth 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
2025
Q1 		– Sell
-130
Closed -$11K – 1231
2024
Q4 		$11K Hold
130
– – ﹤0.01% 901
2024
Q3 		$13.8K Hold
130
– – ﹤0.01% 876
2024
Q2 		$9.58K Hold
130
– – ﹤0.01% 922
2024
Q1 		$9.41K Sell
130
-30
-19% -$2.2K ﹤0.01% 915
2023
Q4 		$12.5K Buy
160
+130
+433% +$10.4K ﹤0.01% 969
2023
Q3 		$2.6K Hold
30
– – ﹤0.01% 1056
2023
Q2 		$2.5K Hold
30
– – ﹤0.01% 1047
2023
Q1 		$3.06K Hold
30
– – ﹤0.01% 952
2022
Q4 		$2.64K Hold
30
– – ﹤0.01% 993
2022
Q3 		$2.4K Hold
30
– – ﹤0.01% 1029
2022
Q2 		$3.41K Hold
30
– – ﹤0.01% 1102
2022
Q1 		$3.26K Buy
+30
New +$3.46K ﹤0.01% 964
2021
Q4 		– Sell
-365
Closed -$54K – 441
2021
Q3 		$54K Sell
365
-226
-38% -$41.1K ﹤0.01% 499
2021
Q2 		$134K Sell
591
-390
-40% -$86.6K ﹤0.01% 370
2021
Q1 		$222K Hold
981
– – ﹤0.01% 324
2020
Q4 		$228K Buy
981
+111
+13% +$30.8K ﹤0.01% 318
2020
Q3 		$256K Hold
870
– – 0.01% 288
2020
Q2 		$188K Buy
870
+250
+40% +$52.1K ﹤0.01% 317
2020
Q1 		$121K Sell
620
-57
-8% -$11.9K ﹤0.01% 344
2019
Q4 		$144K Buy
677
+240
+55% +$45K ﹤0.01% 368
2019
Q3 		$73.1K Buy
437
+168
+62% +$28.9K ﹤0.01% 440
2019
Q2 		$45.6K Sell
269
-61
-18% -$10.5K ﹤0.01% 447
2019
Q1 		$60.2K Hold
330
– – ﹤0.01% 399
2018
Q4 		$45.2K Hold
330
– – ﹤0.01% 425
2018
Q3 		$54.4K Hold
330
– – ﹤0.01% 424
2018
Q2 		$61.2K Hold
330
– – ﹤0.01% 402
2018
Q1 		$60.6K Buy
+330
New +$62.1K ﹤0.01% 405

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Bartlett & Co Wealth Management's BABA Position: Q1 2025 in Review

Bartlett & Co Wealth Management sold out of Alibaba (BABA) in Q1 2025, closing a stake of 130 shares — an estimated $11K sold.

Bartlett & Co Wealth Management first reported a position in BABA in Q1 2018 and held it in 27 quarters. The position peaked at $256K in Q3 2020. 1,403 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Bartlett & Co Wealth Management reported no remaining Alibaba position as of Q1 2025 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 130 Alibaba shares in Q1 2025, an estimated $11K.
  • Bartlett & Co Wealth Management first reported a position in Alibaba in Q1 2018 and held it in 27 quarters.
  • Bartlett & Co Wealth Management's Alibaba position peaked at $256K in Q3 2020.
  • 1,403 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2025, filed 24 Apr 2025.