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Beacon Trust’s Alibaba BABA Stock Holding History

Beacon Trust’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
2017
Q1 		$4.22M Buy
40,974
+471
+1% +$47.9K 0.66% 60
2016
Q4 		$3.56M Buy
40,503
+6,853
+20% +$660K 0.59% 65
2016
Q3 		$3.56M Buy
33,650
+226
+0.7% +$20.9K 0.6% 64
2016
Q2 		$2.66M Sell
33,424
-382
-1% -$29.9K 0.45% 75
2016
Q1 		$2.67M Sell
33,806
-123
-0.4% -$8.66K 0.46% 73
2015
Q4 		$2.76M Buy
33,929
+2,094
+7% +$164K 0.48% 69
2015
Q3 		$1.88M Sell
31,835
-6,717
-17% -$488K 0.33% 85
2015
Q2 		$3.17M Sell
38,552
-1,843
-5% -$158K 0.51% 63
2015
Q1 		$3.36M Buy
40,395
+1,092
+3% +$98.6K 0.51% 61
2014
Q4 		$4.08M Buy
39,303
+29,303
+293% +$3.01M 0.63% 53
2014
Q3 		$889K Buy
+10,000
New +$898K 0.15% 106

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Beacon Trust's BABA Position: Q1 2017 in Review

Beacon Trust increased its Alibaba (BABA) stake by 1.2% in Q1 2017, buying an estimated $47.9K and bringing the position to 40,974 shares worth $4.22M. The position accounts for 0.66% of the portfolio, ranked #60.

Beacon Trust first reported a position in BABA in Q3 2014 and has held it in 11 quarters since. 891 funds tracked by Wall St. Rank hold BABA as of Q1 2017.

  • Beacon Trust held 40,974 shares of Alibaba worth $4.22M as of Q1 2017.
  • Beacon Trust bought 471 Alibaba shares in Q1 2017, an estimated $47.9K.
  • Alibaba made up 0.66% of Beacon Trust's portfolio in Q1 2017, its #60 holding.
  • Beacon Trust first reported a position in Alibaba in Q3 2014 and has held it in 11 quarters since.
  • 891 funds tracked by Wall St. Rank held Alibaba as of Q1 2017.

Based on Beacon Trust's 13F filing for Q1 2017, filed 9 May 2017.