Everett Harris & Co’s Alibaba BABA Stock Holding History

Everett Harris & Co’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	-1,914	Closed	-$227K	–	269
2021 Q4	$227K	Hold	1,914	–	–	﹤0.01%	249
2021 Q3	$283K	Hold	1,914	–	–	﹤0.01%	225
2021 Q2	$434K	Sell	1,914 -75	-4%	-$16.7K	0.01%	192
2021 Q1	$451K	Hold	1,989	–	–	0.01%	187
2020 Q4	$463K	Hold	1,989	–	–	0.01%	179
2020 Q3	$585K	Hold	1,989	–	–	0.01%	155
2020 Q2	$429K	Hold	1,989	–	–	0.01%	167
2020 Q1	$387K	Hold	1,989	–	–	0.01%	164
2019 Q4	$422K	Hold	1,989	–	–	0.01%	193
2019 Q3	$333K	Hold	1,989	–	–	0.01%	198
2019 Q2	$337K	Buy	1,989 +36	+2%	+$6.21K	0.01%	200
2019 Q1	$356K	Buy	1,953 +130	+7%	+$21.9K	0.01%	193
2018 Q4	$250K	Hold	1,823	–	–	0.01%	208
2018 Q3	$300K	Hold	1,823	–	–	0.01%	210
2018 Q2	$338K	Hold	1,823	–	–	0.01%	197
2018 Q1	$335K	Buy	+1,823	New	+$343K	0.01%	195
2015 Q4	–	Sell	-3,980	Closed	-$235K	–	238
2015 Q3	$235K	Buy	+3,980	New	+$289K	0.01%	213

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

Everett Harris & Co's BABA Position: Q1 2022 in Review

Everett Harris & Co sold out of Alibaba (BABA) in Q1 2022, closing a stake of 1,914 shares — an estimated $227K sold.

Everett Harris & Co first reported a position in BABA in Q3 2015 and held it in 17 quarters. The position peaked at $585K in Q3 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

Everett Harris & Co reported no remaining Alibaba position as of Q1 2022 after selling out during the quarter.
Everett Harris & Co sold 1,914 Alibaba shares in Q1 2022, an estimated $227K.
Everett Harris & Co first reported a position in Alibaba in Q3 2015 and held it in 17 quarters.
Everett Harris & Co's Alibaba position peaked at $585K in Q3 2020.
1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Everett Harris & Co's 13F filing for Q1 2022, filed 22 Apr 2022.