BSW
BABA icon

Buckingham Strategic Wealth’s Alibaba BABA Stock Holding History

Buckingham Strategic Wealth’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
2024
Q2 		$291K Sell
4,046
-46
-1% -$3.53K ﹤0.01% 606
2024
Q1 		$296K Sell
4,092
-1,517
-27% -$111K ﹤0.01% 594
2023
Q4 		$435K Buy
5,609
+415
+8% +$33.1K 0.01% 474
2023
Q3 		$451K Sell
5,194
-202
-4% -$18.5K 0.01% 442
2023
Q2 		$450K Buy
5,396
+857
+19% +$75K 0.01% 449
2023
Q1 		$400K Hold
4,539
– – 0.01% 429
2022
Q4 		$400K Buy
4,539
+457
+11% +$36K 0.01% 431
2022
Q3 		$327K Sell
4,082
-532
-12% -$50.7K 0.01% 450
2022
Q2 		$525K Buy
4,614
+136
+3% +$13.3K 0.01% 367
2022
Q1 		$487K Sell
4,478
-555
-11% -$63.9K 0.01% 375
2021
Q4 		$598K Sell
5,033
-466
-8% -$67.9K 0.01% 337
2021
Q3 		$814K Buy
5,499
+1,960
+55% +$357K 0.02% 278
2021
Q2 		$803K Sell
3,539
-548
-13% -$122K 0.02% 273
2021
Q1 		$927K Buy
4,087
+777
+23% +$191K 0.05% 245
2020
Q4 		$770K Buy
3,310
+407
+14% +$113K 0.04% 250
2020
Q3 		$853K Buy
2,903
+73
+3% +$19.2K 0.07% 197
2020
Q2 		$610K Sell
2,830
-714
-20% -$149K 0.06% 192
2020
Q1 		$689K Buy
3,544
+580
+20% +$121K 0.07% 212
2019
Q4 		$629K Buy
2,964
+1,476
+99% +$277K 0.06% 211
2019
Q3 		$249K Sell
1,488
-1,098
-42% -$189K 0.03% 361
2019
Q2 		$438K Buy
2,586
+558
+28% +$96.3K 0.05% 263
2019
Q1 		$370K Sell
2,028
-108
-5% -$18.2K 0.05% 275
2018
Q4 		$293K Sell
2,136
-1,156
-35% -$171K 0.04% 270
2018
Q3 		$542K Buy
3,292
+106
+3% +$18.8K 0.08% 180
2018
Q2 		$591K Buy
3,186
+57
+2% +$10.9K 0.1% 164
2018
Q1 		$574K Buy
3,129
+727
+30% +$137K 0.11% 153
2017
Q4 		$414K Buy
2,402
+825
+52% +$148K 0.09% 187
2017
Q3 		$272K Buy
+1,577
New +$256K 0.06% 237

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Buckingham Strategic Wealth's BABA Position: Q2 2024 in Review

Buckingham Strategic Wealth reduced its Alibaba (BABA) stake by 1.1% in Q2 2024, selling an estimated $3.53K and leaving 4,046 shares worth $291K. The position accounts for ﹤0.01% of the portfolio, ranked #606.

Buckingham Strategic Wealth first reported a position in BABA in Q3 2017 and has held it in 28 quarters since. The position peaked at $927K in Q1 2021. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Buckingham Strategic Wealth held 4,046 shares of Alibaba worth $291K as of Q2 2024.
  • Buckingham Strategic Wealth sold 46 Alibaba shares in Q2 2024, an estimated $3.53K.
  • Alibaba made up ﹤0.01% of Buckingham Strategic Wealth's portfolio in Q2 2024, its #606 holding.
  • Buckingham Strategic Wealth first reported a position in Alibaba in Q3 2017 and has held it in 28 quarters since.
  • Buckingham Strategic Wealth's Alibaba position peaked at $927K in Q1 2021.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Buckingham Strategic Wealth's 13F filing for Q2 2024, filed 12 Aug 2024.