Lorne Steinberg Wealth Management’s Alibaba BABA Stock Holding History

Lorne Steinberg 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
2023 Q2	–	Sell	-40,183	Closed	-$4.11M	–	70
2023 Q1	$4.11M	Buy	40,183 +567	+1%	+$56.8K	1.64%	34
2022 Q4	$3.49M	Sell	39,616 -1,235	-3%	-$97.4K	1.5%	34
2022 Q3	$3.27M	Sell	40,851 -265	-0.6%	-$25.2K	1.59%	33
2022 Q2	$4.67M	Buy	+41,116	New	+$4.03M	2.2%	18
2022 Q1	–	Sell	-27,813	Closed	-$3.3M	–	64
2021 Q4	$3.3M	Buy	27,813 +9,210	+50%	+$1.34M	1.42%	36
2021 Q3	$2.75M	Sell	18,603 -1,712	-8%	-$311K	1.33%	38
2021 Q2	$4.61M	Sell	20,315 -179,235	-90%	-$39.8M	2.26%	23
2021 Q1	$4.52M	Buy	199,550 +181,720	+1,019%	+$44.6M	2.39%	21
2020 Q4	$4.16M	Buy	+17,830	New	+$4.95M	2.59%	18

Other funds holding BABA

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lorne Steinberg Wealth Management's BABA Position: Q2 2023 in Review

Lorne Steinberg Wealth Management sold out of Alibaba (BABA) in Q2 2023, closing a stake of 40,183 shares — an estimated $4.11M sold.

Lorne Steinberg Wealth Management first reported a position in BABA in Q4 2020 and held it in 9 quarters. The position peaked at $4.67M in Q2 2022. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

Lorne Steinberg Wealth Management reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
Lorne Steinberg Wealth Management sold 40,183 Alibaba shares in Q2 2023, an estimated $4.11M.
Lorne Steinberg Wealth Management first reported a position in Alibaba in Q4 2020 and held it in 9 quarters.
Lorne Steinberg Wealth Management's Alibaba position peaked at $4.67M in Q2 2022.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Lorne Steinberg Wealth Management's 13F filing for Q2 2023, filed 17 Jul 2023.