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Cabot Wealth Management’s Alibaba BABA Stock Holding History

Cabot Wealth 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
2024
Q1 		– Sell
-27,476
Closed -$2.13M – 142
2023
Q4 		$2.13M Sell
27,476
-1,982
-7% -$158K 0.3% 75
2023
Q3 		$2.56M Buy
29,458
+1,173
+4% +$107K 0.39% 64
2023
Q2 		$2.36M Buy
28,285
+7,313
+35% +$640K 0.35% 66
2023
Q1 		$2.14M Buy
20,972
+8,572
+69% +$859K 0.34% 65
2022
Q4 		$1.09M Buy
+12,400
New +$978K 0.18% 89
2022
Q1 		– Sell
-24,756
Closed -$2.94M – 165
2021
Q4 		$2.94M Buy
24,756
+12,120
+96% +$1.77M 0.37% 68
2021
Q3 		$1.87M Sell
12,636
-8,666
-41% -$1.58M 0.25% 83
2021
Q2 		$4.83M Sell
21,302
-255
-1% -$56.7K 0.65% 46
2021
Q1 		$4.89M Buy
21,557
+877
+4% +$215K 0.69% 48
2020
Q4 		$4.81M Buy
20,680
+385
+2% +$107K 0.74% 49
2020
Q3 		$5.97M Buy
20,295
+210
+1% +$55.3K 1.08% 38
2020
Q2 		$4.33M Sell
20,085
-729
-4% -$152K 0.86% 44
2020
Q1 		$4.05M Sell
20,814
-844
-4% -$176K 0.97% 40
2019
Q4 		$4.59M Sell
21,658
-302
-1% -$56.7K 0.89% 44
2019
Q3 		$3.67M Buy
21,960
+66
+0.3% +$11.3K 0.78% 50
2019
Q2 		$3.71M Sell
21,894
-502
-2% -$86.6K 0.78% 48
2019
Q1 		$4.09M Buy
22,396
+284
+1% +$47.8K 0.9% 39
2018
Q4 		$3.03M Sell
22,112
-324
-1% -$47.9K 0.74% 50
2018
Q3 		$3.7M Sell
22,436
-61
-0.3% -$10.8K 0.79% 50
2018
Q2 		$4.17M Buy
22,497
+3,739
+20% +$713K 0.93% 41
2018
Q1 		$3.44M Sell
18,758
-151
-0.8% -$28.4K 0.77% 50
2017
Q4 		$3.26M Sell
18,909
-164
-0.9% -$29.4K 0.7% 54
2017
Q3 		$3.29M Sell
19,073
-351
-2% -$56.9K 0.74% 52
2017
Q2 		$2.74M Sell
19,424
-11,738
-38% -$1.45M 0.64% 58
2017
Q1 		$3.36M Buy
31,162
+17,463
+127% +$1.78M 0.83% 46
2016
Q4 		$1.2M Buy
+13,699
New +$1.32M 0.33% 82

Other funds holding BABA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cabot Wealth Management's BABA Position: Q1 2024 in Review

Cabot Wealth Management sold out of Alibaba (BABA) in Q1 2024, closing a stake of 27,476 shares — an estimated $2.13M sold.

Cabot Wealth Management first reported a position in BABA in Q4 2016 and held it in 26 quarters. The position peaked at $5.97M in Q3 2020. 1,125 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

  • Cabot Wealth Management reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
  • Cabot Wealth Management sold 27,476 Alibaba shares in Q1 2024, an estimated $2.13M.
  • Cabot Wealth Management first reported a position in Alibaba in Q4 2016 and held it in 26 quarters.
  • Cabot Wealth Management's Alibaba position peaked at $5.97M in Q3 2020.
  • 1,125 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Cabot Wealth Management's 13F filing for Q1 2024, filed 3 May 2024.