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Kelly Financial Services’s Alibaba BABA Stock Holding History

Kelly 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
2023
Q3 		– Sell
-28
Closed -$2.33K – 770
2023
Q2 		$2.33K Hold
28
– – ﹤0.01% 537
2023
Q1 		$2.86K Hold
28
– – ﹤0.01% 487
2022
Q4 		$2.47K Sell
28
-130
-82% -$10.3K ﹤0.01% 489
2022
Q3 		$12.6K Buy
158
+111
+236% +$10.6K 0.01% 303
2022
Q2 		$5.34K Hold
47
– – ﹤0.01% 394
2022
Q1 		$5.11K Hold
47
– – ﹤0.01% 428
2021
Q4 		$5.58K Sell
47
-10
-18% -$1.46K ﹤0.01% 424
2021
Q3 		$8.44K Sell
57
-18,539
-100% -$3.37M ﹤0.01% 351
2021
Q2 		$82K Buy
18,596
+18,514
+22,578% +$4.11M ﹤0.01% 402
2021
Q1 		$18.6K Hold
82
– – 0.01% 230
2020
Q4 		$19.1K Sell
82
-21
-20% -$5.83K 0.01% 202
2020
Q3 		$30.3K Buy
103
+10
+11% +$2.63K 0.02% 138
2020
Q2 		$20.1K Hold
93
– – 0.02% 164
2020
Q1 		$18.1K Buy
93
+25
+37% +$5.22K 0.02% 148
2019
Q4 		$14.4K Hold
68
– – 0.01% 196
2019
Q3 		$11.4K Buy
68
+40
+143% +$6.87K 0.01% 211
2019
Q2 		$4.75K Buy
28
+23
+460% +$3.97K ﹤0.01% 295
2019
Q1 		$912 Buy
+5
New +$841 ﹤0.01% 425

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kelly Financial Services's BABA Position: Q3 2023 in Review

Kelly Financial Services sold out of Alibaba (BABA) in Q3 2023, closing a stake of 28 shares — an estimated $2.33K sold.

Kelly Financial Services first reported a position in BABA in Q1 2019 and held it in 18 quarters. The position peaked at $82K in Q2 2021. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

  • Kelly Financial Services reported no remaining Alibaba position as of Q3 2023 after selling out during the quarter.
  • Kelly Financial Services sold 28 Alibaba shares in Q3 2023, an estimated $2.33K.
  • Kelly Financial Services first reported a position in Alibaba in Q1 2019 and held it in 18 quarters.
  • Kelly Financial Services's Alibaba position peaked at $82K in Q2 2021.
  • 1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Kelly Financial Services's 13F filing for Q3 2023, filed 17 Jul 2024.