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Contrarius Investment Management’s Alibaba BABA Stock Holding History

Contrarius Investment Management’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
Q3 		$86.9M Sell
818,953
-240,928
-23% -$19.7M 4.95% 7
2024
Q2 		$76.3M Sell
1,059,881
-13,614
-1% -$1.04M 4.77% 6
2024
Q1 		$77.7M Sell
1,073,495
-24,449
-2% -$1.79M 4.49% 8
2023
Q4 		$85.1M Buy
1,097,944
+948,560
+635% +$75.6M 4.59% 6
2023
Q3 		$13M Buy
149,384
+607
+0.4% +$55.6K 0.73% 29
2023
Q2 		$12.4M Buy
148,777
+110,950
+293% +$9.71M 0.67% 32
2023
Q1 		$3.87M Buy
37,827
+12,008
+47% +$1.2M 0.2% 37
2022
Q4 		$2.27M Sell
25,819
-1,082
-4% -$85.3K 0.14% 40
2022
Q3 		$2.15M Sell
26,901
-69
-0.3% -$6.57K 0.14% 44
2022
Q2 		$3.07M Buy
26,970
+265
+1% +$26K 0.2% 48
2022
Q1 		$2.91M Buy
26,705
+10,791
+68% +$1.24M 0.13% 49
2021
Q4 		$1.89M Sell
15,914
-930
-6% -$135K 0.1% 55
2021
Q3 		$2.49M Hold
16,844
– – 0.13% 54
2021
Q2 		$3.82M Buy
16,844
+6,563
+64% +$1.46M 0.19% 55
2021
Q1 		$2.33M Buy
10,281
+2,366
+30% +$581K 0.13% 52
2020
Q4 		$1.84M Sell
7,915
-632
-7% -$175K 0.11% 55
2020
Q3 		$2.51M Sell
8,547
-500
-6% -$132K 0.22% 48
2020
Q2 		$1.95M Sell
9,047
-3,819
-30% -$795K 0.18% 55
2020
Q1 		$2.5M Buy
+12,866
New +$2.69M 0.32% 47

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Contrarius Investment Management's BABA Position: Q3 2024 in Review

Contrarius Investment Management reduced its Alibaba (BABA) stake by 23% in Q3 2024, selling an estimated $19.7M and leaving 818,953 shares worth $86.9M. The position accounts for 4.95% of the portfolio, ranked #7.

Contrarius Investment Management first reported a position in BABA in Q1 2020 and has held it in 19 quarters since. 1,236 funds tracked by Wall St. Rank hold BABA as of Q3 2024.

  • Contrarius Investment Management held 818,953 shares of Alibaba worth $86.9M as of Q3 2024.
  • Contrarius Investment Management sold 240,928 Alibaba shares in Q3 2024, an estimated $19.7M.
  • Alibaba made up 4.95% of Contrarius Investment Management's portfolio in Q3 2024, its #7 holding.
  • Contrarius Investment Management first reported a position in Alibaba in Q1 2020 and has held it in 19 quarters since.
  • 1,236 funds tracked by Wall St. Rank held Alibaba as of Q3 2024.

Based on Contrarius Investment Management's 13F filing for Q3 2024, filed 8 Nov 2024.