Heritage Financial Services’s Alibaba BABA Stock Holding History

Heritage Financial Services’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
2022 Q3	–	Sell	-34	Closed	-$3K	–	96
2022 Q2	$3K	Buy	+34	New	+$3.33K	﹤0.01%	383

Other funds holding BABA

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

Credit Agricole Montrouge Cedex, France $38.1B AUM

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

Heritage Financial Services's BABA Position: Q3 2022 in Review

Heritage Financial Services sold out of Alibaba (BABA) in Q3 2022, closing a stake of 34 shares — an estimated $3K sold.

Heritage Financial Services first reported a position in BABA in Q2 2022 and held it in 1 quarter. The position peaked at $3K in Q2 2022. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

Heritage Financial Services reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
Heritage Financial Services sold 34 Alibaba shares in Q3 2022, an estimated $3K.
Heritage Financial Services first reported a position in Alibaba in Q2 2022 and held it in 1 quarter.
Heritage Financial Services's Alibaba position peaked at $3K in Q2 2022.
1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Heritage Financial Services's 13F filing for Q3 2022, filed 3 Nov 2022.