Cape Investment Advisory’s Alibaba BABA Stock Holding History

Cape Investment Advisory’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
2026 Q1	$364K	Buy	2,905 +153	+6%	+$23K	0.12%	150
2025 Q4	$403K	Buy	2,752 +2,292	+498%	+$373K	0.12%	132
2025 Q3	$82.2K	Sell	460 -726	-61%	-$95.1K	0.08%	178
2025 Q2	$135K	Sell	1,186 -358	-23%	-$42.4K	0.05%	227
2025 Q1	$204K	Buy	1,544 +28	+2%	+$3.23K	0.08%	177
2024 Q4	$129K	Buy	1,516 +39	+3%	+$3.68K	0.05%	219
2024 Q3	$157K	Sell	1,477 -301	-17%	-$24.6K	0.06%	194
2024 Q2	$128K	Buy	1,778 +115	+7%	+$8.82K	0.06%	195
2024 Q1	$120K	Sell	1,663 -134	-7%	-$9.82K	0.06%	196
2023 Q4	$139K	Buy	1,797 +336	+23%	+$26.8K	0.07%	180
2023 Q3	$127K	Buy	1,461 +365	+33%	+$33.4K	0.07%	185
2023 Q2	$91.4K	Buy	1,096 +862	+368%	+$75.4K	0.05%	208
2023 Q1	$23.9K	Buy	+234	New	+$23.4K	0.01%	392

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return