Kovitz Investment Group Partners’s Alibaba BABA Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$360K	Sell	2,866 -1,242	-30%	-$187K	0.01%	430
2025 Q4	$602K	Sell	4,108 -1,588	-28%	-$259K	0.01%	376
2025 Q3	$1.02M	Sell	5,696 -500	-8%	-$65.5K	﹤0.01%	842
2025 Q2	$703K	Buy	6,196 +598	+11%	+$70.8K	﹤0.01%	876
2025 Q1	$740K	Sell	5,598 -3,644	-39%	-$420K	﹤0.01%	814
2024 Q4	$784K	Buy	9,242 +616	+7%	+$58.2K	﹤0.01%	776
2024 Q3	$875K	Sell	8,626 -5,297	-38%	-$433K	0.01%	653
2024 Q2	$1M	Buy	13,923 +4,353	+45%	+$334K	0.01%	534
2024 Q1	$692K	Buy	9,570 +2,164	+29%	+$159K	0.01%	458
2023 Q4	$574K	Sell	7,406 -368	-5%	-$29.3K	0.01%	319
2023 Q3	$674K	Sell	7,774 -1,345	-15%	-$123K	0.01%	309
2023 Q2	$760K	Sell	9,119 -615	-6%	-$53.8K	0.01%	313
2023 Q1	$995K	Sell	9,734 -330	-3%	-$33.1K	0.02%	295
2022 Q4	$887K	Buy	10,064 +1,571	+18%	+$124K	0.02%	292
2022 Q3	$679K	Buy	8,493 +3,140	+59%	+$299K	0.02%	305
2022 Q2	$609K	Buy	5,353 +821	+18%	+$80.5K	0.01%	324
2022 Q1	$493K	Buy	+4,532	New	+$522K	0.01%	341
2017 Q2	–	Sell	-3,020	Closed	-$326K	–	156
2017 Q1	$326K	Buy	+3,020	New	+$307K	0.02%	112