Edgemoor Investment Advisors’s Alibaba BABA Stock Holding History

Edgemoor Investment Advisors’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	-66,908	Closed	-$15.2M	–	138
2021 Q2	$15.2M	Buy	66,908 +820	+1%	+$182K	1.42%	22
2021 Q1	$15M	Buy	66,088 +3,591	+6%	+$882K	1.5%	19
2020 Q4	$14.5M	Buy	62,497 +11,469	+22%	+$3.18M	1.63%	20
2020 Q3	$15M	Buy	51,028 +695	+1%	+$183K	1.86%	13
2020 Q2	$10.9M	Buy	50,333 +6,353	+14%	+$1.32M	1.46%	22
2020 Q1	$8.55M	Buy	43,980 +1,109	+3%	+$231K	1.39%	25
2019 Q4	$9.09M	Buy	42,871 +3,046	+8%	+$572K	1.04%	42
2019 Q3	$6.66M	Buy	39,825 +5,757	+17%	+$989K	0.82%	46
2019 Q2	$5.77M	Buy	34,068 +8,723	+34%	+$1.51M	0.73%	48
2019 Q1	$4.62M	Buy	25,345 +3,985	+19%	+$670K	0.61%	51
2018 Q4	$2.93M	Buy	21,360 +4,330	+25%	+$640K	0.44%	62
2018 Q3	$2.81M	Buy	+17,030	New	+$3.01M	0.35%	66

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Edgemoor Investment Advisors's BABA Position: Q3 2021 in Review

Edgemoor Investment Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 66,908 shares — an estimated $15.2M sold.

Edgemoor Investment Advisors first reported a position in BABA in Q3 2018 and held it in 12 quarters. The position peaked at $15.2M in Q2 2021. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Edgemoor Investment Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Edgemoor Investment Advisors sold 66,908 Alibaba shares in Q3 2021, an estimated $15.2M.
Edgemoor Investment Advisors first reported a position in Alibaba in Q3 2018 and held it in 12 quarters.
Edgemoor Investment Advisors's Alibaba position peaked at $15.2M in Q2 2021.
1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Edgemoor Investment Advisors's 13F filing for Q3 2021, filed 2 Nov 2021.