Generation Investment Management’s Alibaba BABA Stock Holding History

Generation Investment 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
2023 Q1	–	Sell	-3,735,643	Closed	-$329M	–	42
2022 Q4	$329M	Sell	3,735,643 -774,248	-17%	-$61M	1.9%	24
2022 Q3	$361M	Sell	4,509,891 -21,740	-0.5%	-$2.07M	2.14%	20
2022 Q2	$515M	Buy	4,531,631 +99,409	+2%	+$9.75M	2.81%	17
2022 Q1	$482M	Buy	4,432,222 +629,639	+17%	+$72.5M	2.21%	21
2021 Q4	$452M	Sell	3,802,583 -1,085,197	-22%	-$158M	1.86%	25
2021 Q3	$724M	Buy	4,887,780 +969,061	+25%	+$176M	3.01%	13
2021 Q2	$889M	Buy	3,918,719 +921,211	+31%	+$205M	3.69%	10
2021 Q1	$680M	Buy	2,997,508 +1,452,645	+94%	+$357M	2.85%	18
2020 Q4	$360M	Buy	+1,544,863	New	+$429M	1.6%	25

Other funds holding BABA

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Generation Investment Management's BABA Position: Q1 2023 in Review

Generation Investment Management sold out of Alibaba (BABA) in Q1 2023, closing a stake of 3,735,643 shares — an estimated $329M sold.

Generation Investment Management first reported a position in BABA in Q4 2020 and held it in 9 quarters. The position peaked at $889M in Q2 2021. 1,249 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

Generation Investment Management reported no remaining Alibaba position as of Q1 2023 after selling out during the quarter.
Generation Investment Management sold 3,735,643 Alibaba shares in Q1 2023, an estimated $329M.
Generation Investment Management first reported a position in Alibaba in Q4 2020 and held it in 9 quarters.
Generation Investment Management's Alibaba position peaked at $889M in Q2 2021.
1,249 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on Generation Investment Management's 13F filing for Q1 2023, filed 12 May 2023.