Chevy Chase Trust
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Chevy Chase Trust’s Alibaba BABA Stock Holding History

Chevy Chase 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
2021
Q3 		– Sell
-1,187
Closed -$269K – 662
2021
Q2 		$269K Sell
1,187
-54
-4% -$12K ﹤0.01% 644
2021
Q1 		$281K Sell
1,241
-492
-28% -$121K ﹤0.01% 642
2020
Q4 		$403K Sell
1,733
-796
-31% -$221K ﹤0.01% 606
2020
Q3 		$739K Buy
2,529
+298
+13% +$78.5K ﹤0.01% 573
2020
Q2 		$481K Sell
2,231
-181
-8% -$37.7K ﹤0.01% 590
2020
Q1 		$469K Sell
2,412
-203
-8% -$42.4K ﹤0.01% 578
2019
Q4 		$555K Sell
2,615
-146
-5% -$27.4K ﹤0.01% 603
2019
Q3 		$461K Buy
2,761
+300
+12% +$51.6K ﹤0.01% 598
2019
Q2 		$417K Sell
2,461
-213
-8% -$36.8K ﹤0.01% 608
2019
Q1 		$495K Buy
2,674
+1,138
+74% +$191K ﹤0.01% 604
2018
Q4 		$210K Buy
1,536
+21
+1% +$3.1K ﹤0.01% 652
2018
Q3 		$250K Sell
1,515
-413
-21% -$73.1K ﹤0.01% 629
2018
Q2 		$358K Buy
1,928
+498
+35% +$94.9K ﹤0.01% 608
2018
Q1 		$262K Buy
1,430
+165
+13% +$31.1K ﹤0.01% 619
2017
Q4 		$218K Sell
1,265
-385
-23% -$69K ﹤0.01% 648
2017
Q3 		$285K Buy
+1,650
New +$267K ﹤0.01% 620

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 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
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Chevy Chase Trust's BABA Position: Q3 2021 in Review

Chevy Chase Trust sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,187 shares — an estimated $269K sold.

Chevy Chase Trust first reported a position in BABA in Q3 2017 and held it in 16 quarters. The position peaked at $739K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Chevy Chase Trust reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Chevy Chase Trust sold 1,187 Alibaba shares in Q3 2021, an estimated $269K.
  • Chevy Chase Trust first reported a position in Alibaba in Q3 2017 and held it in 16 quarters.
  • Chevy Chase Trust's Alibaba position peaked at $739K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Chevy Chase Trust's 13F filing for Q3 2021, filed 20 Oct 2021.