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Homrich & Berg’s Alibaba BABA Stock Holding History

Homrich & Berg’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
2017
Q1 		– Sell
-200
Closed -$18K – 297
2016
Q4 		$18K Hold
200
– – ﹤0.01% 271
2016
Q3 		$21K Buy
+200
New +$18.5K ﹤0.01% 273

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Homrich & Berg's BABA Position: Q3 2021 in Review

Homrich & Berg reduced its Alibaba (BABA) stake by 13% in Q3 2021, selling an estimated $69.1K and leaving 2,572 shares worth $381K. The position accounts for 0.01% of the portfolio, ranked #329.

Homrich & Berg first reported a position in BABA in Q3 2016 and has held it in 20 quarters since. The position peaked at $669K in Q2 2021. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Homrich & Berg held 2,572 shares of Alibaba worth $381K as of Q3 2021.
  • Homrich & Berg sold 380 Alibaba shares in Q3 2021, an estimated $69.1K.
  • Alibaba made up 0.01% of Homrich & Berg's portfolio in Q3 2021, its #329 holding.
  • Homrich & Berg first reported a position in Alibaba in Q3 2016 and has held it in 20 quarters since.
  • Homrich & Berg's Alibaba position peaked at $669K in Q2 2021.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Homrich & Berg's 13F filing for Q3 2021, filed 8 Dec 2021.