LI
BABA icon

LVZ Inc’s Alibaba BABA Stock Holding History

LVZ Inc’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 		– Sell
-1,399
Closed -$317K – 103
2021
Q2 		$317K Buy
1,399
+137
+11% +$30.4K 0.05% 70
2021
Q1 		$286K Sell
1,262
-312
-20% -$76.6K 0.04% 79
2020
Q4 		$366K Buy
1,574
+337
+27% +$93.6K 0.06% 67
2020
Q3 		$364K Buy
1,237
+132
+12% +$34.8K 0.08% 59
2020
Q2 		$238K Hold
1,105
– – 0.05% 74
2020
Q1 		$215K Buy
1,105
+32
+3% +$6.68K 0.05% 64
2019
Q4 		$228K Buy
+1,073
New +$201K 0.04% 80

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

LVZ Inc's BABA Position: Q3 2021 in Review

LVZ Inc sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,399 shares — an estimated $317K sold.

LVZ Inc first reported a position in BABA in Q4 2019 and held it in 7 quarters. The position peaked at $366K in Q4 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • LVZ Inc reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • LVZ Inc sold 1,399 Alibaba shares in Q3 2021, an estimated $317K.
  • LVZ Inc first reported a position in Alibaba in Q4 2019 and held it in 7 quarters.
  • LVZ Inc's Alibaba position peaked at $366K in Q4 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on LVZ Inc's 13F filing for Q3 2021, filed 27 Oct 2021.