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Institutional & Family Asset Management’s Alibaba BABA Stock Holding History

Institutional & Family Asset Management’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
Q2 		– Sell
-11,500
Closed -$84K – 725
2022
Q1 		$84K Buy
+11,500
New +$1.32M 0.01% 210

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 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
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institutional & Family Asset Management's BABA Position: Q2 2024 in Review

Institutional & Family Asset Management held its Alibaba (BABA) position steady in Q2 2024 at 15 shares worth $1.1K. The position accounts for ﹤0.01% of the portfolio, ranked #627.

Institutional & Family Asset Management first reported a position in BABA in Q1 2018 and has held it in 26 quarters since. The position peaked at $320K in Q3 2020. 1,107 funds tracked by Wall St. Rank hold BABA as of Q2 2024.

  • Institutional & Family Asset Management held 15 shares of Alibaba worth $1.1K as of Q2 2024.
  • Institutional & Family Asset Management left its Alibaba share count unchanged in Q2 2024.
  • Alibaba made up ﹤0.01% of Institutional & Family Asset Management's portfolio in Q2 2024, its #627 holding.
  • Institutional & Family Asset Management first reported a position in Alibaba in Q1 2018 and has held it in 26 quarters since.
  • Institutional & Family Asset Management's Alibaba position peaked at $320K in Q3 2020.
  • 1,107 funds tracked by Wall St. Rank held Alibaba as of Q2 2024.

Based on Institutional & Family Asset Management's 13F filing for Q2 2024, filed 5 Jul 2024.