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Fulcrum Asset Management’s Alibaba BABA Stock Holding History

Fulcrum Asset 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
2022
Q1 		– Hold
0
– – – 113
2021
Q2 		– Hold
0
– – – 5
2020
Q4 		– Hold
0
– – – 6
2020
Q3 		– Sell
-34,861
Closed -$9.18M – 6
2020
Q2 		$7.99M Buy
+34,861
New +$7.26M 2.68% 6

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
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
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fulcrum Asset Management's BABA Position: Q1 2022 in Review

Fulcrum Asset Management held its Alibaba (BABA) position steady in Q1 2022 at 0 shares worth $957K. The position accounts for 0.28% of the portfolio, ranked #113.

Fulcrum Asset Management first reported a position in BABA in Q2 2020 and has held it in 1 quarter since. The position peaked at $7.99M in Q2 2020. 1,320 funds tracked by Wall St. Rank hold BABA as of Q1 2022.

  • Fulcrum Asset Management held 0 shares of Alibaba worth $957K as of Q1 2022.
  • Fulcrum Asset Management left its Alibaba share count unchanged in Q1 2022.
  • Alibaba made up 0.28% of Fulcrum Asset Management's portfolio in Q1 2022, its #113 holding.
  • Fulcrum Asset Management first reported a position in Alibaba in Q2 2020 and has held it in 1 quarter since.
  • Fulcrum Asset Management's Alibaba position peaked at $7.99M in Q2 2020.
  • 1,320 funds tracked by Wall St. Rank held Alibaba as of Q1 2022.

Based on Fulcrum Asset Management's 13F filing for Q1 2022, filed 10 May 2022.