CAZ Investments’s Alibaba BABA Stock Holding History

CAZ 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
2023 Q1	–	Sell	-3,200	Closed	-$282K	–	47
2022 Q4	$282K	Hold	3,200	–	–	0.51%	21
2022 Q3	$256K	Hold	3,200	–	–	1.07%	17
2022 Q2	$364K	Hold	3,200	–	–	1.12%	17
2022 Q1	$348K	Hold	3,200	–	–	0.2%	27
2021 Q4	$380K	Hold	3,200	–	–	0.22%	20
2021 Q3	$474K	Buy	+3,200	New	+$582K	0.17%	27
2020 Q3	–	Sell	-12,000	Closed	-$2.59M	–	38
2020 Q2	$2.59M	Buy	+12,000	New	+$2.5M	2.43%	13

Other funds holding BABA

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

CAZ Investments's BABA Position: Q1 2023 in Review

CAZ Investments sold out of Alibaba (BABA) in Q1 2023, closing a stake of 3,200 shares — an estimated $282K sold.

CAZ Investments first reported a position in BABA in Q2 2020 and held it in 7 quarters. The position peaked at $2.59M in Q2 2020. 1,250 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

CAZ Investments reported no remaining Alibaba position as of Q1 2023 after selling out during the quarter.
CAZ Investments sold 3,200 Alibaba shares in Q1 2023, an estimated $282K.
CAZ Investments first reported a position in Alibaba in Q2 2020 and held it in 7 quarters.
CAZ Investments's Alibaba position peaked at $2.59M in Q2 2020.
1,250 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on CAZ Investments's 13F filing for Q1 2023, filed 15 May 2023.