Elmwood Wealth Management’s Alibaba BABA Stock Holding History

Elmwood Wealth 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
2022 Q1	–	Sell	-50	Closed	-$6K	–	124
2021 Q4	$6K	Buy	+50	New	+$7.28K	﹤0.01%	311
2021 Q2	$11K	Hold	50	–	–	0.01%	253
2021 Q1	$11K	Buy	+50	New	+$12.3K	0.01%	244
2020 Q3	$11K	Hold	50	–	–	0.01%	185
2020 Q2	$11K	Hold	50	–	–	0.01%	185
2020 Q1	$9.18K	Buy	+50	New	+$10.4K	0.01%	195
2019 Q4	–	Sell	-50	Closed	-$8K	–	101
2019 Q3	$8K	Hold	50	–	–	0.01%	190
2019 Q2	$8K	Hold	50	–	–	0.01%	203
2019 Q1	$9K	Sell	50 -4,000	-99%	-$673K	0.01%	194
2018 Q4	$555K	Sell	4,050 -2,000	-33%	-$296K	0.54%	62
2018 Q3	$997K	Buy	6,050 +6,000	+12,000%	+$1.06M	0.83%	46
2018 Q2	$9.28K	Hold	50	–	–	0.01%	201
2018 Q1	$9.18K	Buy	+50	New	+$9.41K	0.01%	195

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 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

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

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Elmwood Wealth Management's BABA Position: Q1 2022 in Review

Elmwood Wealth Management sold out of Alibaba (BABA) in Q1 2022, closing a stake of 50 shares — an estimated $6K sold.

Elmwood Wealth Management first reported a position in BABA in Q1 2018 and held it in 13 quarters. The position peaked at $997K in Q3 2018. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

Elmwood Wealth Management reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
Elmwood Wealth Management sold 50 Alibaba shares in Q1 2022, an estimated $6K.
Elmwood Wealth Management first reported a position in Alibaba in Q1 2018 and held it in 13 quarters.
Elmwood Wealth Management's Alibaba position peaked at $997K in Q3 2018.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Elmwood Wealth Management's 13F filing for Q1 2022, filed 16 May 2022.