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LeJeune Puetz Investment Counsel’s Alibaba BABA Stock Holding History

LeJeune Puetz Investment Counsel’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
Q1 		$801K Sell
7,841
-300
-4% -$30.1K 0.29% 94
2022
Q4 		$717K Sell
8,141
-10,141
-55% -$800K 0.27% 95
2022
Q3 		$1.46M Buy
18,282
+643
+4% +$61.3K 0.6% 55
2022
Q2 		$2M Buy
17,639
+2,179
+14% +$214K 0.78% 40
2022
Q1 		$1.68M Buy
15,460
+1,146
+8% +$132K 0.59% 59
2021
Q4 		$1.7M Buy
14,314
+1,550
+12% +$226K 0.57% 57
2021
Q3 		$1.89M Buy
12,764
+1,103
+9% +$201K 0.69% 47
2021
Q2 		$2.64M Buy
11,661
+125
+1% +$27.8K 0.98% 34
2021
Q1 		$2.62M Buy
11,536
+30
+0.3% +$7.37K 1.03% 32
2020
Q4 		$2.68M Hold
11,506
– – 1.16% 27
2020
Q3 		$3.38M Sell
11,506
-290
-2% -$76.4K 1.66% 14
2020
Q2 		$2.54M Sell
11,796
-350
-3% -$72.9K 1.33% 19
2020
Q1 		$2.36M Sell
12,146
-210
-2% -$43.8K 1.38% 18
2019
Q4 		$2.62M Sell
12,356
-75
-0.6% -$14.1K 1.23% 25
2019
Q3 		$2.08M Buy
12,431
+50
+0.4% +$8.59K 1.06% 32
2019
Q2 		$2.1M Buy
12,381
+975
+9% +$168K 1.08% 31
2019
Q1 		$2.08M Buy
11,406
+365
+3% +$61.4K 1.13% 28
2018
Q4 		$1.51M Buy
11,041
+6,090
+123% +$900K 0.94% 38
2018
Q3 		$816K Buy
4,951
+1,415
+40% +$250K 0.47% 68
2018
Q2 		$656K Sell
3,536
-860
-20% -$164K 0.41% 76
2018
Q1 		$807K Buy
4,396
+390
+10% +$73.4K 0.5% 71
2017
Q4 		$691K Sell
4,006
-600
-13% -$108K 0.42% 82
2017
Q3 		$796K Hold
4,606
– – 0.51% 71
2017
Q2 		$649K Buy
4,606
+2,175
+89% +$269K 0.44% 79
2017
Q1 		$262K Hold
2,431
– – 0.19% 109
2016
Q4 		$213K Buy
+2,431
New +$234K 0.16% 113

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

LeJeune Puetz Investment Counsel's BABA Position: Q1 2023 in Review

LeJeune Puetz Investment Counsel reduced its Alibaba (BABA) stake by 3.7% in Q1 2023, selling an estimated $30.1K and leaving 7,841 shares worth $801K. The position accounts for 0.29% of the portfolio, ranked #94.

LeJeune Puetz Investment Counsel first reported a position in BABA in Q4 2016 and has held it in 26 quarters since. The position peaked at $3.38M in Q3 2020. 1,249 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

  • LeJeune Puetz Investment Counsel held 7,841 shares of Alibaba worth $801K as of Q1 2023.
  • LeJeune Puetz Investment Counsel sold 300 Alibaba shares in Q1 2023, an estimated $30.1K.
  • Alibaba made up 0.29% of LeJeune Puetz Investment Counsel's portfolio in Q1 2023, its #94 holding.
  • LeJeune Puetz Investment Counsel first reported a position in Alibaba in Q4 2016 and has held it in 26 quarters since.
  • LeJeune Puetz Investment Counsel's Alibaba position peaked at $3.38M in Q3 2020.
  • 1,249 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on LeJeune Puetz Investment Counsel's 13F filing for Q1 2023, filed 3 May 2023.