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Excalibur Management’s Alibaba BABA Stock Holding History

Excalibur 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
2021
Q3 		– Sell
-1,245
Closed -$282K – 165
2021
Q2 		$282K Buy
+1,245
New +$277K 0.13% 136
2020
Q4 		– Sell
-700
Closed -$206K – 146
2020
Q3 		$206K Buy
+700
New +$184K 0.12% 123

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Excalibur Management's BABA Position: Q3 2021 in Review

Excalibur Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,245 shares — an estimated $282K sold.

Excalibur Management first reported a position in BABA in Q3 2020 and held it in 2 quarters. The position peaked at $282K in Q2 2021. 1,539 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Excalibur Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Excalibur Management sold 1,245 Alibaba shares in Q3 2021, an estimated $282K.
  • Excalibur Management first reported a position in Alibaba in Q3 2020 and held it in 2 quarters.
  • Excalibur Management's Alibaba position peaked at $282K in Q2 2021.
  • 1,539 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Excalibur Management's 13F filing for Q3 2021, filed 28 Oct 2021.