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Lee Financial Group Hawaii’s Alibaba BABA Stock Holding History

Lee Financial Group Hawaii’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
Q4 		– Sell
-13,898
Closed -$4.09M – 44
2020
Q3 		$4.09M Sell
13,898
-187
-1% -$49.3K 3.39% 11
2020
Q2 		$3.04M Buy
14,085
+24
+0.2% +$5K 2.61% 17
2020
Q1 		$2.73M Sell
14,061
-127
-0.9% -$26.5K 3.14% 11
2019
Q4 		$3.01M Buy
+14,188
New +$2.66M 2.37% 17

Other funds holding BABA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee Financial Group Hawaii's BABA Position: Q4 2020 in Review

Lee Financial Group Hawaii sold out of Alibaba (BABA) in Q4 2020, closing a stake of 13,898 shares — an estimated $4.09M sold.

Lee Financial Group Hawaii first reported a position in BABA in Q4 2019 and held it in 4 quarters. The position peaked at $4.09M in Q3 2020. 1,938 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

  • Lee Financial Group Hawaii reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
  • Lee Financial Group Hawaii sold 13,898 Alibaba shares in Q4 2020, an estimated $4.09M.
  • Lee Financial Group Hawaii first reported a position in Alibaba in Q4 2019 and held it in 4 quarters.
  • Lee Financial Group Hawaii's Alibaba position peaked at $4.09M in Q3 2020.
  • 1,938 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Lee Financial Group Hawaii's 13F filing for Q4 2020, filed 3 Feb 2021.