Kaizen Financial Strategies’s Alibaba BABA Stock Holding History

Kaizen Financial Strategies’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
2026 Q1	$291K	Hold	2,100	–	–	0.12%	127
2025 Q4	$308K	Buy	2,100 +500	+31%	+$81.4K	0.14%	126
2025 Q3	$268K	Sell	1,600 -200	-11%	-$26.2K	0.12%	125
2025 Q2	$204K	Buy	+1,800	New	+$213K	0.1%	144
2022 Q1	–	Sell	-2,070	Closed	-$246K	–	133
2021 Q4	$246K	Sell	2,070 -4,075	-66%	-$593K	0.18%	120
2021 Q3	$910K	Buy	+6,145	New	+$1.12M	0.73%	43
2021 Q1	$1.33M	Buy	5,888 +2,915	+98%	+$716K	1.27%	22
2020 Q4	$692K	Buy	+2,973	New	+$825K	0.77%	38

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return