Essex Savings Bank’s Alibaba BABA Stock Holding History

Essex Savings Bank’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
2026 Q1	–	Sell	-2,123	Closed	-$311K	–	307
2025 Q4	$311K	Sell	2,123 -5	-0.2%	-$814	0.07%	223
2025 Q3	$380K	Buy	2,128 +45	+2%	+$5.9K	0.09%	190
2025 Q2	$236K	Buy	2,083 +355	+21%	+$42K	0.06%	267
2025 Q1	$228K	Buy	+1,728	New	+$199K	0.06%	266
2021 Q3	–	Sell	-1,171	Closed	-$250K	–	208
2021 Q2	$250K	Sell	1,171 -62	-5%	-$13.8K	0.1%	181
2021 Q1	$294K	Buy	1,233 +25	+2%	+$6.14K	0.13%	154
2020 Q4	$281K	Sell	1,208 -27	-2%	-$7.5K	0.13%	158
2020 Q3	$363K	Sell	1,235 -62	-5%	-$16.3K	0.18%	126
2020 Q2	$280K	Buy	1,297 +88	+7%	+$18.3K	0.17%	135
2020 Q1	$235K	Sell	1,209 -292	-19%	-$60.9K	0.17%	132
2019 Q4	$319K	Sell	1,501 -189	-11%	-$35.5K	0.16%	131
2019 Q3	$282K	Sell	1,690 -338	-17%	-$58.1K	0.15%	133
2019 Q2	$344K	Buy	2,028 +1,232	+155%	+$213K	0.12%	153
2019 Q1	$145K	Sell	796 -45	-5%	-$7.57K	0.08%	175
2018 Q4	$115K	Buy	+841	New	+$124K	0.07%	187

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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