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Lenox Wealth Management’s Alibaba BABA Stock Holding History

Lenox Wealth Management’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 		$1.47M Buy
6,813
+224
+3% +$46.6K 0.45% 41
2020
Q1 		$1.28M Buy
6,589
+4,983
+310% +$1.04M 0.44% 40
2019
Q4 		$341K Buy
1,606
+1,286
+402% +$241K 0.1% 116
2019
Q3 		$53K Buy
320
+1
+0.3% +$172 0.02% 260
2019
Q2 		$54K Buy
319
+150
+89% +$25.9K 0.02% 242
2019
Q1 		$31K Hold
169
– – 0.01% 282
2018
Q4 		$23K Hold
169
– – 0.01% 274
2018
Q3 		$28K Sell
169
-4,524
-96% -$801K 0.01% 277
2018
Q2 		$871K Sell
4,693
-167
-3% -$31.8K 0.28% 68
2018
Q1 		$892K Sell
4,860
-547
-10% -$103K 0.29% 71
2017
Q4 		$932K Buy
5,407
+652
+14% +$117K 0.28% 70
2017
Q3 		$821K Buy
4,755
+871
+22% +$141K 0.28% 68
2017
Q2 		$547K Buy
+3,884
New +$480K 0.22% 85

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

Lenox Wealth Management's BABA Position: Q2 2020 in Review

Lenox Wealth Management increased its Alibaba (BABA) stake by 3.4% in Q2 2020, buying an estimated $46.6K and bringing the position to 6,813 shares worth $1.47M. The position accounts for 0.45% of the portfolio, ranked #41.

Lenox Wealth Management first reported a position in BABA in Q2 2017 and has held it in 13 quarters since. 1,772 funds tracked by Wall St. Rank hold BABA as of Q2 2020.

  • Lenox Wealth Management held 6,813 shares of Alibaba worth $1.47M as of Q2 2020.
  • Lenox Wealth Management bought 224 Alibaba shares in Q2 2020, an estimated $46.6K.
  • Alibaba made up 0.45% of Lenox Wealth Management's portfolio in Q2 2020, its #41 holding.
  • Lenox Wealth Management first reported a position in Alibaba in Q2 2017 and has held it in 13 quarters since.
  • 1,772 funds tracked by Wall St. Rank held Alibaba as of Q2 2020.

Based on Lenox Wealth Management's 13F filing for Q2 2020, filed 28 Jul 2020.