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Cedar Brook Financial Partners’s Alibaba BABA Stock Holding History

Cedar Brook Financial Partners’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
Q2 		– Sell
-6,319
Closed -$457K – 51
2024
Q1 		$457K Buy
6,319
+185
+3% +$13.6K 0.09% 218
2023
Q4 		$444K Sell
6,134
-13
-0.2% -$1.04K 0.1% 211
2023
Q3 		$533K Sell
6,147
-232
-4% -$21.2K 0.14% 164
2023
Q2 		$532K Buy
6,379
+6
+0.1% +$525 0.13% 171
2023
Q1 		$651K Sell
6,373
-63
-1% -$6.31K 0.17% 142
2022
Q4 		$567K Sell
6,436
-405
-6% -$31.9K 0.16% 150
2022
Q3 		$547K Buy
6,841
+118
+2% +$11.2K 0.18% 145
2022
Q2 		$764K Buy
6,723
+177
+3% +$17.4K 0.24% 106
2022
Q1 		$712K Buy
6,546
+230
+4% +$26.5K 0.18% 141
2021
Q4 		$750K Buy
6,316
+933
+17% +$136K 0.19% 127
2021
Q3 		$797K Buy
5,383
+342
+7% +$62.2K 0.24% 110
2021
Q2 		$1.14M Buy
5,041
+23
+0.5% +$5.11K 0.33% 80
2021
Q1 		$1.14M Sell
5,018
-142
-3% -$34.9K 0.39% 66
2020
Q4 		$1.2M Buy
5,160
+942
+22% +$262K 0.43% 61
2020
Q3 		$1.24M Buy
4,218
+308
+8% +$81.1K 0.49% 48
2020
Q2 		$843K Sell
3,910
-13
-0.3% -$2.71K 0.38% 75
2020
Q1 		$763K Buy
3,923
+50
+1% +$10.4K 0.42% 71
2019
Q4 		$821K Sell
3,873
-74
-2% -$13.9K 0.35% 80
2019
Q3 		$660K Buy
3,947
+730
+23% +$125K 0.29% 102
2019
Q2 		$545K Buy
3,217
+401
+14% +$69.2K 0.25% 126
2019
Q1 		$514K Buy
2,816
+769
+38% +$129K 0.25% 132
2018
Q4 		$281K Buy
+2,047
New +$303K 0.17% 176

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Cedar Brook Financial Partners's BABA Position: Q2 2024 in Review

Cedar Brook Financial Partners sold out of Alibaba (BABA) in Q2 2024, closing a stake of 6,319 shares — an estimated $457K sold.

Cedar Brook Financial Partners first reported a position in BABA in Q4 2018 and held it in 22 quarters. The position peaked at $1.24M in Q3 2020. 1,105 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Cedar Brook Financial Partners reported no remaining Alibaba position as of Q2 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 6,319 Alibaba shares in Q2 2024, an estimated $457K.
  • Cedar Brook Financial Partners first reported a position in Alibaba in Q4 2018 and held it in 22 quarters.
  • Cedar Brook Financial Partners's Alibaba position peaked at $1.24M in Q3 2020.
  • 1,105 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q2 2024, filed 15 Jul 2024.