Coulter & Justus Financial Services’s Alibaba BABA Stock Holding History

Coulter & Justus Financial Services’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 Q1	–	Sell	-14,824	Closed	-$1.15M	–	96
2023 Q4	$1.15M	Sell	14,824 -3,115	-17%	-$248K	0.78%	17
2023 Q3	$1.56M	Sell	17,939 -1,042	-5%	-$95.4K	1.13%	17
2023 Q2	$1.58M	Sell	18,981 -1,920	-9%	-$168K	1.07%	19
2023 Q1	$2.14M	Sell	20,901 -82	-0.4%	-$8.21K	1.39%	19
2022 Q4	$1.85M	Sell	20,983 -11,449	-35%	-$903K	1.26%	21
2022 Q3	$2.59M	Sell	32,432 -376	-1%	-$35.8K	2.02%	16
2022 Q2	$3.73M	Buy	+32,808	New	+$3.22M	3%	12
2022 Q1	–	Sell	-18,188	Closed	-$2.16M	–	17
2021 Q4	$2.16M	Buy	+18,188	New	+$2.65M	1.7%	15

Other funds holding BABA

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

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

Coulter & Justus Financial Services's BABA Position: Q1 2024 in Review

Coulter & Justus Financial Services sold out of Alibaba (BABA) in Q1 2024, closing a stake of 14,824 shares — an estimated $1.15M sold.

Coulter & Justus Financial Services first reported a position in BABA in Q4 2021 and held it in 8 quarters. The position peaked at $3.73M in Q2 2022. 1,124 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

Coulter & Justus Financial Services reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
Coulter & Justus Financial Services sold 14,824 Alibaba shares in Q1 2024, an estimated $1.15M.
Coulter & Justus Financial Services first reported a position in Alibaba in Q4 2021 and held it in 8 quarters.
Coulter & Justus Financial Services's Alibaba position peaked at $3.73M in Q2 2022.
1,124 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.