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Caldwell Trust’s Alibaba BABA Stock Holding History

Caldwell Trust’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
-450
Closed -$34.9K – 707
2023
Q4 		$34.9K Sell
450
-56
-11% -$4.46K ﹤0.01% 487
2023
Q3 		$43.9K Hold
506
– – 0.01% 457
2023
Q2 		$42.2K Buy
506
+450
+804% +$39.4K 0.01% 474
2023
Q1 		$5.72K Buy
+56
New +$5.61K ﹤0.01% 657
2022
Q4 		– Sell
-25
Closed -$2K – 729
2022
Q3 		$2K Sell
25
-50
-67% -$4.76K ﹤0.01% 699
2022
Q2 		$8.53K Sell
75
-24
-24% -$2.35K ﹤0.01% 642
2022
Q1 		$10.8K Sell
99
-50
-34% -$5.76K ﹤0.01% 635
2021
Q4 		$17.7K Hold
149
– – ﹤0.01% 583
2021
Q3 		$22.1K Sell
149
-9
-6% -$1.64K ﹤0.01% 552
2021
Q2 		$35.8K Hold
158
– – ﹤0.01% 499
2021
Q1 		$35.8K Sell
158
-87
-36% -$21.4K 0.01% 485
2020
Q4 		$57K Sell
245
-100
-29% -$27.8K 0.01% 395
2020
Q3 		$101K Sell
345
-24
-7% -$6.32K 0.02% 318
2020
Q2 		$79.6K Sell
369
-460
-55% -$95.8K 0.01% 363
2020
Q1 		$161K Buy
829
+508
+158% +$106K 0.03% 258
2019
Q4 		$68.1K Buy
+321
New +$60.2K 0.01% 413

Other funds holding BABA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Caldwell Trust's BABA Position: Q1 2024 in Review

Caldwell Trust sold out of Alibaba (BABA) in Q1 2024, closing a stake of 450 shares — an estimated $34.9K sold.

Caldwell Trust first reported a position in BABA in Q4 2019 and held it in 16 quarters. The position peaked at $161K in Q1 2020. 1,126 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

  • Caldwell Trust reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
  • Caldwell Trust sold 450 Alibaba shares in Q1 2024, an estimated $34.9K.
  • Caldwell Trust first reported a position in Alibaba in Q4 2019 and held it in 16 quarters.
  • Caldwell Trust's Alibaba position peaked at $161K in Q1 2020.
  • 1,126 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Caldwell Trust's 13F filing for Q1 2024, filed 24 Sep 2025.