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Lantz Financial’s Alibaba BABA Stock Holding History

Lantz Financial’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
2020
Q2 		– Sell
-1,362
Closed -$265K – 114
2020
Q1 		$265K Sell
1,362
-53
-4% -$11.1K 0.21% 92
2019
Q4 		$300K Buy
1,415
+72
+5% +$13.5K 0.18% 108
2019
Q3 		$223K Buy
1,343
+58
+5% +$9.97K 0.15% 117
2019
Q2 		$225K Sell
1,285
-324
-20% -$55.9K 0.15% 116
2019
Q1 		$294K Buy
+1,609
New +$271K 0.21% 92

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Lantz Financial's BABA Position: Q2 2020 in Review

Lantz Financial sold out of Alibaba (BABA) in Q2 2020, closing a stake of 1,362 shares — an estimated $265K sold.

Lantz Financial first reported a position in BABA in Q1 2019 and held it in 5 quarters. The position peaked at $300K in Q4 2019. 1,772 funds tracked by Wall St. Rank hold BABA as of Q2 2020.

  • Lantz Financial reported no remaining Alibaba position as of Q2 2020 after selling out during the quarter.
  • Lantz Financial sold 1,362 Alibaba shares in Q2 2020, an estimated $265K.
  • Lantz Financial first reported a position in Alibaba in Q1 2019 and held it in 5 quarters.
  • Lantz Financial's Alibaba position peaked at $300K in Q4 2019.
  • 1,772 funds tracked by Wall St. Rank held Alibaba as of Q2 2020.

Based on Lantz Financial's 13F filing for Q2 2020, filed 22 Jul 2020.