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Eagle Ridge Investment Management’s Alibaba BABA Stock Holding History

Eagle Ridge 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
2018
Q4 		– Sell
-1,568
Closed -$258K – 156
2018
Q3 		$258K Buy
1,568
+421
+37% +$74.5K 0.04% 143
2018
Q2 		$213K Buy
+1,147
New +$219K 0.03% 161

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Eagle Ridge Investment Management's BABA Position: Q4 2018 in Review

Eagle Ridge Investment Management sold out of Alibaba (BABA) in Q4 2018, closing a stake of 1,568 shares — an estimated $258K sold.

Eagle Ridge Investment Management first reported a position in BABA in Q2 2018 and held it in 2 quarters. The position peaked at $258K in Q3 2018. 1,411 funds tracked by Wall St. Rank hold BABA as of Q4 2018.

  • Eagle Ridge Investment Management reported no remaining Alibaba position as of Q4 2018 after selling out during the quarter.
  • Eagle Ridge Investment Management sold 1,568 Alibaba shares in Q4 2018, an estimated $258K.
  • Eagle Ridge Investment Management first reported a position in Alibaba in Q2 2018 and held it in 2 quarters.
  • Eagle Ridge Investment Management's Alibaba position peaked at $258K in Q3 2018.
  • 1,411 funds tracked by Wall St. Rank held Alibaba as of Q4 2018.

Based on Eagle Ridge Investment Management's 13F filing for Q4 2018, filed 7 Feb 2019.