Bruderman Asset Management’s Alibaba BABA Stock Holding History

Bruderman Asset 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
2021 Q3	–	Sell	-1,565	Closed	-$355K	–	126
2021 Q2	$355K	Sell	1,565 -31	-2%	-$6.89K	0.11%	60
2021 Q1	$362K	Buy	1,596 +125	+8%	+$30.7K	0.1%	88
2020 Q4	$342K	Sell	1,471 -84	-5%	-$23.3K	0.1%	85
2020 Q3	$457K	Sell	1,555 -301	-16%	-$79.3K	0.15%	76
2020 Q2	$401K	Sell	1,856 -1,146	-38%	-$239K	0.13%	76
2020 Q1	$563K	Buy	3,002 +2,002	+200%	+$418K	0.22%	68
2019 Q4	$220K	Sell	1,000 -640	-39%	-$120K	0.07%	91
2019 Q3	$307K	Sell	1,640 -10	-0.6%	-$1.72K	0.08%	100
2019 Q2	$280K	Sell	1,650 -2,820	-63%	-$487K	0.07%	96
2019 Q1	$816K	Buy	4,470 +75	+2%	+$12.6K	0.18%	76
2018 Q4	$602K	Buy	4,395 +3,395	+340%	+$502K	0.16%	78
2018 Q3	$165K	Hold	1,000	–	–	0.04%	115
2018 Q2	$186K	Hold	1,000	–	–	0.05%	118
2018 Q1	$184K	Buy	+1,000	New	+$188K	0.04%	126

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 $295B AUM 31.6% 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

Bruderman Asset Management's BABA Position: Q3 2021 in Review

Bruderman Asset Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,565 shares — an estimated $355K sold.

Bruderman Asset Management first reported a position in BABA in Q1 2018 and held it in 14 quarters. The position peaked at $816K in Q1 2019. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Bruderman Asset Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Bruderman Asset Management sold 1,565 Alibaba shares in Q3 2021, an estimated $355K.
Bruderman Asset Management first reported a position in Alibaba in Q1 2018 and held it in 14 quarters.
Bruderman Asset Management's Alibaba position peaked at $816K in Q1 2019.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Bruderman Asset Management's 13F filing for Q3 2021, filed 13 Oct 2021.