Fulcrum Capital’s Alibaba BABA Stock Holding History

Fulcrum 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 Q1	–	Sell	-25,045	Closed	-$5.83M	–	87
2020 Q4	$5.83M	Buy	25,045 +1,043	+4%	+$290K	1.74%	31
2020 Q3	$7.06M	Sell	24,002 -6,595	-22%	-$1.74M	2.55%	10
2020 Q2	$6.6M	Sell	30,597 -2,068	-6%	-$431K	2.5%	15
2020 Q1	$6.35M	Sell	32,665 -2,730	-8%	-$570K	2.88%	10
2019 Q4	$7.51M	Sell	35,395 -1,175	-3%	-$220K	2.32%	13
2019 Q3	$6.12M	Sell	36,570 -2,907	-7%	-$500K	2.09%	20
2019 Q2	$6.69M	Sell	39,477 -1,201	-3%	-$207K	2.45%	14
2019 Q1	$7.42M	Sell	40,678 -813	-2%	-$137K	2.8%	10
2018 Q4	$5.69M	Buy	41,491 +1,604	+4%	+$237K	2.56%	14
2018 Q3	$6.57M	Buy	39,887 +3,271	+9%	+$579K	2.56%	12
2018 Q2	$6.79M	Sell	36,616 -1,076	-3%	-$205K	3.24%	10
2018 Q1	$6.92M	Sell	37,692 -1,348	-3%	-$254K	2.25%	11
2017 Q4	$6.73M	Buy	+39,040	New	+$6.99M	2.18%	11

Other funds holding BABA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return