Berman Capital Advisors’s Alibaba BABA Stock Holding History

Berman Capital 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
2021 Q3	$105K	Sell	718 -228	-24%	-$41.5K	0.02%	422
2021 Q2	$214K	Buy	946 +20	+2%	+$4.44K	0.03%	223
2021 Q1	$209K	Sell	926 -8	-0.9%	-$1.97K	0.04%	186
2020 Q4	$217K	Buy	934 +134	+17%	+$37.2K	0.05%	154
2020 Q3	$234K	Sell	800 -405	-34%	-$107K	0.07%	133
2020 Q2	$259K	Sell	1,205 -3,216	-73%	-$670K	0.07%	121
2020 Q1	$858K	Sell	4,421 -9,669	-69%	-$2.02M	0.28%	41
2019 Q4	$2.99M	Buy	14,090 +244	+2%	+$45.8K	0.86%	18
2019 Q3	$2.31M	Sell	13,846 -1,977	-12%	-$340K	0.72%	21
2019 Q2	$2.68M	Buy	15,823 +10,564	+201%	+$1.82M	0.85%	20
2019 Q1	$959K	Buy	5,259 +4,040	+331%	+$679K	0.32%	35
2018 Q4	$166K	Buy	+1,219	New	+$180K	0.07%	117

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Berman Capital Advisors's BABA Position: Q3 2021 in Review

Berman Capital Advisors reduced its Alibaba (BABA) stake by 24% in Q3 2021, selling an estimated $41.5K and leaving 718 shares worth $105K. The position accounts for 0.02% of the portfolio, ranked #422.

Berman Capital Advisors first reported a position in BABA in Q4 2018 and has held it in 12 quarters since. The position peaked at $2.99M in Q4 2019. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Berman Capital Advisors held 718 shares of Alibaba worth $105K as of Q3 2021.
Berman Capital Advisors sold 228 Alibaba shares in Q3 2021, an estimated $41.5K.
Alibaba made up 0.02% of Berman Capital Advisors's portfolio in Q3 2021, its #422 holding.
Berman Capital Advisors first reported a position in Alibaba in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Alibaba position peaked at $2.99M in Q4 2019.
1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.