Guerra Pan Advisors’s Alibaba BABA Stock Holding History

Guerra Pan Advisors’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	$579K	Sell	4,613 -20	-0.4%	-$3.01K	0.36%	60
2025 Q4	$679K	Hold	4,633	–	–	0.4%	51
2025 Q3	$828K	Sell	4,633 -262	-5%	-$34.3K	0.5%	44
2025 Q2	$555K	Hold	4,895	–	–	0.37%	58
2025 Q1	$647K	Sell	4,895 -47	-1%	-$5.42K	0.51%	52
2024 Q4	$419K	Sell	4,942 -91	-2%	-$8.6K	0.3%	71
2024 Q3	$534K	Sell	5,033 -749	-13%	-$61.3K	0.43%	56
2024 Q2	$416K	Sell	5,782 -144	-2%	-$11K	0.35%	69
2024 Q1	$429K	Sell	5,926 -100	-2%	-$7.33K	0.4%	67
2023 Q4	$467K	Sell	6,026 -4,051	-40%	-$323K	0.45%	60
2023 Q3	$874K	Sell	10,077 -298	-3%	-$27.3K	1.01%	32
2023 Q2	$865K	Buy	10,375 +55	+0.5%	+$4.81K	0.96%	32
2023 Q1	$1.05M	Sell	10,320 -130	-1%	-$13K	1.32%	22
2022 Q4	$921K	Sell	10,450 -627	-6%	-$49.4K	1.26%	25
2022 Q3	$900K	Hold	11,077	–	–	1.31%	23
2022 Q2	$990K	Sell	11,077 -376	-3%	-$36.9K	1.23%	25
2022 Q1	$1.01M	Sell	11,453 -292	-2%	-$33.6K	1.22%	25
2021 Q4	$1.4M	Buy	+11,745	New	+$1.71M	1.38%	21

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