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Level Four Financial’s Alibaba BABA Stock Holding History

Level Four 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
2021
Q3 		$816K Buy
5,514
+1,634
+42% +$297K 0.36% 75
2021
Q2 		$880K Sell
3,880
-56
-1% -$12.4K 0.37% 75
2021
Q1 		$892K Sell
3,936
-1,893
-32% -$465K 0.41% 69
2020
Q4 		$1.36M Buy
+5,829
New +$1.62M 0.59% 39

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Level Four Financial's BABA Position: Q3 2021 in Review

Level Four Financial increased its Alibaba (BABA) stake by 42% in Q3 2021, buying an estimated $297K and bringing the position to 5,514 shares worth $816K. The position accounts for 0.36% of the portfolio, ranked #75.

Level Four Financial first reported a position in BABA in Q4 2020 and has held it in 4 quarters since. The position peaked at $1.36M in Q4 2020. 1,541 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Level Four Financial held 5,514 shares of Alibaba worth $816K as of Q3 2021.
  • Level Four Financial bought 1,634 Alibaba shares in Q3 2021, an estimated $297K.
  • Alibaba made up 0.36% of Level Four Financial's portfolio in Q3 2021, its #75 holding.
  • Level Four Financial first reported a position in Alibaba in Q4 2020 and has held it in 4 quarters since.
  • Level Four Financial's Alibaba position peaked at $1.36M in Q4 2020.
  • 1,541 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Level Four Financial's 13F filing for Q3 2021, filed 12 Oct 2021.