GenTrust’s Alibaba BABA Stock Holding History

GenTrust’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
2026 Q1	$6.27M	Hold	50,009	–	–	0.27%	51
2025 Q4	$7.33M	Hold	50,009	–	–	0.32%	47
2025 Q3	$8.94M	Buy	50,009 +238	+0.5%	+$31.2K	0.41%	45
2025 Q2	$5.74M	Hold	49,771	–	–	0.27%	53
2025 Q1	$6.58M	Buy	49,771 +200	+0.4%	+$23.1K	0.32%	47
2024 Q4	$4.2M	Sell	49,571 -92,571	-65%	-$8.74M	0.18%	68
2024 Q3	$15.1M	Buy	142,142 +946	+0.7%	+$77.4K	0.74%	26
2024 Q2	$10.4M	Buy	+141,196	New	+$10.8M	0.56%	34
2021 Q2	–	Sell	-1,458	Closed	-$335K	–	143
2021 Q1	$335K	Buy	+1,458	New	+$358K	0.03%	100
2020 Q4	–	Sell	-110,740	Closed	-$30.7M	–	118
2020 Q3	$32.6M	Buy	+110,740	New	+$29.2M	3.01%	13
2020 Q1	–	Sell	-960	Closed	-$204K	–	92
2019 Q4	$204K	Buy	+960	New	+$180K	0.03%	92

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

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

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

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

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

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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