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Burney Company’s Alibaba BABA Stock Holding History

Burney Company’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
-1,958
Closed -$444K – 574
2021
Q2 		$444K Buy
1,958
+19
+1% +$4.22K 0.02% 441
2021
Q1 		$440K Buy
1,939
+341
+21% +$83.8K 0.02% 424
2020
Q4 		$372K Sell
1,598
-251
-14% -$69.7K 0.02% 414
2020
Q3 		$544K Buy
1,849
+2
+0.1% +$527 0.03% 346
2020
Q2 		$398K Sell
1,847
-371
-17% -$77.3K 0.03% 363
2020
Q1 		$431K Sell
2,218
-544
-20% -$114K 0.03% 316
2019
Q4 		$586K Buy
2,762
+538
+24% +$101K 0.03% 326
2019
Q3 		$372K Sell
2,224
-586
-21% -$101K 0.02% 350
2019
Q2 		$476K Buy
2,810
+495
+21% +$85.4K 0.03% 329
2019
Q1 		$422K Sell
2,315
-138
-6% -$23.2K 0.03% 341
2018
Q4 		$336K Buy
2,453
+30
+1% +$4.43K 0.02% 356
2018
Q3 		$399K Sell
2,423
-2,375
-49% -$420K 0.02% 349
2018
Q2 		$890K Buy
4,798
+1,482
+45% +$282K 0.05% 259
2018
Q1 		$609K Sell
3,316
-1,115
-25% -$210K 0.04% 279
2017
Q4 		$764K Buy
4,431
+1,005
+29% +$180K 0.04% 267
2017
Q3 		$583K Buy
3,426
+276
+9% +$44.7K 0.04% 268
2017
Q2 		$444K Buy
3,150
+335
+12% +$41.4K 0.03% 286
2017
Q1 		$304K Sell
2,815
-43
-2% -$4.38K 0.02% 315
2016
Q4 		$251K Sell
2,858
-578
-17% -$55.6K 0.02% 339
2016
Q3 		$374K Buy
+3,436
New +$318K 0.03% 291
2016
Q1 		– Sell
-2,660
Closed -$218K – 390
2015
Q4 		$218K Buy
+2,660
New +$209K 0.02% 351

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Burney Company's BABA Position: Q3 2021 in Review

Burney Company sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,958 shares — an estimated $444K sold.

Burney Company first reported a position in BABA in Q4 2015 and held it in 21 quarters. The position peaked at $890K in Q2 2018. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Burney Company reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Burney Company sold 1,958 Alibaba shares in Q3 2021, an estimated $444K.
  • Burney Company first reported a position in Alibaba in Q4 2015 and held it in 21 quarters.
  • Burney Company's Alibaba position peaked at $890K in Q2 2018.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Burney Company's 13F filing for Q3 2021, filed 12 Nov 2021.