Jackson Wealth Management’s Alibaba BABA Stock Holding History

Jackson Wealth 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
2021 Q3	–	Sell	-11,032	Closed	-$2.5M	–	89
2021 Q2	$2.5M	Sell	11,032 -12,418	-53%	-$2.76M	0.32%	77
2021 Q1	$5.32M	Buy	23,450 +2,166	+10%	+$532K	0.8%	37
2020 Q4	$4.95M	Buy	21,284 +1,608	+8%	+$446K	0.68%	38
2020 Q3	$5.78M	Buy	19,676 +3,790	+24%	+$999K	0.87%	30
2020 Q2	$3.43M	Sell	15,886 -4,208	-21%	-$876K	0.61%	42
2020 Q1	$4.13M	Buy	20,094 +7,555	+60%	+$1.58M	0.86%	27
2019 Q4	$2.68M	Buy	12,539 +275	+2%	+$51.6K	0.44%	65
2019 Q3	$2.04M	Buy	+12,264	New	+$2.11M	0.43%	64
2015 Q1	–	Sell	-2,526	Closed	-$263K	–	120
2014 Q4	$263K	Buy	+2,526	New	+$259K	0.09%	106

Other funds holding BABA

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

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 Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Jackson Wealth Management's BABA Position: Q3 2021 in Review

Jackson Wealth Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 11,032 shares — an estimated $2.5M sold.

Jackson Wealth Management first reported a position in BABA in Q4 2014 and held it in 9 quarters. The position peaked at $5.78M in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Jackson Wealth Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Jackson Wealth Management sold 11,032 Alibaba shares in Q3 2021, an estimated $2.5M.
Jackson Wealth Management first reported a position in Alibaba in Q4 2014 and held it in 9 quarters.
Jackson Wealth Management's Alibaba position peaked at $5.78M in Q3 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Jackson Wealth Management's 13F filing for Q3 2021, filed 10 Dec 2021.