Berkeley Capital Partners’s Alibaba BABA Stock Holding History

Berkeley Capital Partners’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	$316K	Buy	2,517 +104	+4%	+$15.6K	0.07%	147
2025 Q4	$354K	Hold	2,413	–	–	0.08%	149
2025 Q3	$431K	Buy	2,413 +5	+0.2%	+$655	0.1%	132
2025 Q2	$273K	Hold	2,408	–	–	0.07%	149
2025 Q1	$318K	Hold	2,408	–	–	0.09%	137
2024 Q4	$204K	Sell	2,408 -391	-14%	-$36.9K	0.06%	169
2024 Q3	$297K	Sell	2,799 -127	-4%	-$10.4K	0.08%	143
2024 Q2	$211K	Sell	2,926 -10	-0.3%	-$767	0.06%	158
2024 Q1	$212K	Buy	+2,936	New	+$215K	0.06%	158
2019 Q2	–	Sell	-3,467	Closed	-$633K	–	128
2019 Q1	$633K	Buy	3,467 +1	+0%	+$168	0.31%	61
2018 Q4	$475K	Buy	3,466 +1,680	+94%	+$248K	0.26%	72
2018 Q3	$294K	Buy	+1,786	New	+$316K	0.17%	99
2017 Q2	–	Sell	-2,700	Closed	-$291K	–	111
2017 Q1	$291K	Sell	2,700 -249	-8%	-$25.3K	0.2%	98
2016 Q4	$259K	Buy	+2,949	New	+$284K	0.19%	97

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