Forte Capital’s Alibaba BABA Stock Holding History

Forte Capital’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	-983	Closed	-$223K	–	218
2021 Q2	$223K	Buy	+983	New	+$218K	0.03%	203
2020 Q4	–	Sell	-693	Closed	-$204K	–	197
2020 Q3	$204K	Buy	+693	New	+$183K	0.04%	181

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

Forte Capital's BABA Position: Q3 2021 in Review

Forte Capital sold out of Alibaba (BABA) in Q3 2021, closing a stake of 983 shares — an estimated $223K sold.

Forte Capital first reported a position in BABA in Q3 2020 and held it in 2 quarters. The position peaked at $223K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Forte Capital reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Forte Capital sold 983 Alibaba shares in Q3 2021, an estimated $223K.
Forte Capital first reported a position in Alibaba in Q3 2020 and held it in 2 quarters.
Forte Capital's Alibaba position peaked at $223K in Q2 2021.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Forte Capital's 13F filing for Q3 2021, filed 27 Oct 2021.