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Cavalier Investments’s Alibaba BABA Stock Holding History

Cavalier Investments’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
2018
Q2 		– Sell
-4,100
Closed -$753K – 152
2018
Q1 		$753K Hold
4,100
– – 0.27% 74
2017
Q4 		$707K Buy
4,100
+425
+12% +$76.1K 0.28% 79
2017
Q3 		$635K Buy
3,675
+2,100
+133% +$340K 0.31% 65
2017
Q2 		$222K Buy
+1,575
New +$194K 0.12% 135
2016
Q4 		– Sell
-2,041
Closed -$216K – 126
2016
Q3 		$216K Buy
+2,041
New +$189K 0.13% 117

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Cavalier Investments's BABA Position: Q2 2018 in Review

Cavalier Investments sold out of Alibaba (BABA) in Q2 2018, closing a stake of 4,100 shares — an estimated $753K sold.

Cavalier Investments first reported a position in BABA in Q3 2016 and held it in 5 quarters. The position peaked at $753K in Q1 2018. 1,358 funds tracked by Wall St. Rank hold BABA as of Q2 2018.

  • Cavalier Investments reported no remaining Alibaba position as of Q2 2018 after selling out during the quarter.
  • Cavalier Investments sold 4,100 Alibaba shares in Q2 2018, an estimated $753K.
  • Cavalier Investments first reported a position in Alibaba in Q3 2016 and held it in 5 quarters.
  • Cavalier Investments's Alibaba position peaked at $753K in Q1 2018.
  • 1,358 funds tracked by Wall St. Rank held Alibaba as of Q2 2018.

Based on Cavalier Investments's 13F filing for Q2 2018, filed 3 Aug 2018.