GW
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GW & Wade’s Alibaba BABA Stock Holding History

GW & Wade’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
Q4 		– Sell
-3,383
Closed -$501K – 391
2021
Q3 		$501K Sell
3,383
-1,035
-23% -$188K 0.02% 248
2021
Q2 		$1M Sell
4,418
-760
-15% -$169K 0.05% 183
2021
Q1 		$1.17M Buy
5,178
+1,454
+39% +$357K 0.06% 156
2020
Q4 		$867K Buy
3,724
+1,585
+74% +$440K 0.05% 151
2020
Q3 		$629K Buy
2,139
+43
+2% +$11.3K 0.05% 140
2020
Q2 		$452K Buy
2,096
+164
+8% +$34.2K 0.04% 159
2020
Q1 		$376K Sell
1,932
-122
-6% -$25.5K 0.04% 151
2019
Q4 		$436K Buy
2,054
+16
+0.8% +$3K 0.03% 163
2019
Q3 		$341K Sell
2,038
-100
-5% -$17.2K 0.03% 171
2019
Q2 		$362K Sell
2,138
-255
-11% -$44K 0.03% 172
2019
Q1 		$437K Buy
2,393
+155
+7% +$26.1K 0.04% 157
2018
Q4 		$307K Buy
2,238
+290
+15% +$42.9K 0.03% 172
2018
Q3 		$321K Hold
1,948
– – 0.03% 181
2018
Q2 		$361K Buy
1,948
+100
+5% +$19.1K 0.04% 168
2018
Q1 		$339K Hold
1,848
– – 0.04% 168
2017
Q4 		$319K Buy
1,848
+200
+12% +$35.8K 0.04% 172
2017
Q3 		$285K Buy
1,648
+200
+14% +$32.4K 0.03% 197
2017
Q2 		$204K Buy
+1,448
New +$179K 0.03% 221

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
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
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

GW & Wade's BABA Position: Q4 2021 in Review

GW & Wade sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,383 shares — an estimated $501K sold.

GW & Wade first reported a position in BABA in Q2 2017 and held it in 18 quarters. The position peaked at $1.17M in Q1 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • GW & Wade reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • GW & Wade sold 3,383 Alibaba shares in Q4 2021, an estimated $501K.
  • GW & Wade first reported a position in Alibaba in Q2 2017 and held it in 18 quarters.
  • GW & Wade's Alibaba position peaked at $1.17M in Q1 2021.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on GW & Wade's 13F filing for Q4 2021, filed 9 Feb 2022.