Executive Wealth Group’s Alibaba BABA Stock Holding History

Executive Wealth Group’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
2024 Q1	$346K	Buy	+4,755	New	+$348K	0.07%	50
2021 Q4	–	Sell	-1,454	Closed	-$215K	–	50
2021 Q3	$215K	Buy	1,454 +11	+0.8%	+$2K	0.13%	47
2021 Q2	$327K	Hold	1,443	–	–	0.19%	42
2021 Q1	$327K	Buy	1,443 +17	+1%	+$4.17K	0.2%	41
2020 Q4	$332K	Hold	1,426	–	–	0.22%	36
2020 Q3	$419K	Hold	1,426	–	–	0.32%	31
2020 Q2	$308K	Hold	1,426	–	–	0.25%	35
2020 Q1	$277K	Hold	1,426	–	–	0.27%	34
2019 Q4	$302K	Hold	1,426	–	–	0.23%	34
2019 Q3	$238K	Buy	1,426 +76	+6%	+$13.1K	0.19%	35
2019 Q2	$229K	Hold	1,350	–	–	0.18%	36
2019 Q1	$246K	Buy	+1,350	New	+$227K	0.19%	32
2018 Q4	–	Sell	-1,350	Closed	-$222K	–	34
2018 Q3	$222K	Hold	1,350	–	–	0.18%	34
2018 Q2	$250K	Hold	1,350	–	–	0.22%	32
2018 Q1	$248K	Hold	1,350	–	–	0.21%	31
2017 Q4	$233K	Buy	+1,350	New	+$242K	0.21%	32

Other funds holding BABA

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Temasek Holdings Singapore $37.3B AUM 12.6% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Executive Wealth Group's BABA Position: Q1 2024 in Review

Executive Wealth Group opened a new position in Alibaba (BABA) in Q1 2024: 4,755 shares worth $346K. The stake represents 0.07% of the portfolio and ranks #50 among its holdings. This is a return to the name: Executive Wealth Group previously reported a position in BABA as recently as Q3 2021.

Executive Wealth Group first reported a position in BABA in Q4 2017 and has held it in 16 quarters since. The position peaked at $419K in Q3 2020. 1,126 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

Executive Wealth Group held 4,755 shares of Alibaba worth $346K as of Q1 2024.
Alibaba was a new Executive Wealth Group position in Q1 2024.
Alibaba made up 0.07% of Executive Wealth Group's portfolio in Q1 2024, its #50 holding.
Executive Wealth Group first reported a position in Alibaba in Q4 2017 and has held it in 16 quarters since.
Executive Wealth Group's Alibaba position peaked at $419K in Q3 2020.
1,126 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Executive Wealth Group's 13F filing for Q1 2024, filed 11 Apr 2024.