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Lyell Wealth Management’s Alibaba BABA Stock Holding History

Lyell 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
-2,150
Closed -$220K – 185
2023
Q1 		$220K Buy
+2,150
New +$215K 0.03% 190
2022
Q3 		– Sell
-2,164
Closed -$246K – 191
2022
Q2 		$246K Buy
2,164
+79
+4% +$7.75K 0.04% 169
2022
Q1 		$227K Buy
2,085
+246
+13% +$28.3K 0.03% 185
2021
Q4 		$218K Sell
1,839
-4
-0.2% -$583 0.02% 177
2021
Q3 		$273K Sell
1,843
-579
-24% -$105K 0.03% 163
2021
Q2 		$549K Sell
2,422
-380
-14% -$84.4K 0.07% 130
2021
Q1 		$635K Buy
2,802
+1,255
+81% +$308K 0.09% 119
2020
Q4 		$360K Buy
1,547
+430
+38% +$119K 0.06% 130
2020
Q3 		$328K Sell
1,117
-66
-6% -$17.4K 0.06% 110
2020
Q2 		$255K Sell
1,183
-33,132
-97% -$6.9M 0.06% 110
2020
Q1 		$6.67M Buy
34,315
+278
+0.8% +$58K 2% 12
2019
Q4 		$7.22M Buy
34,037
+1,482
+5% +$278K 1.93% 11
2019
Q3 		$5.44M Buy
32,555
+955
+3% +$164K 1.64% 25
2019
Q2 		$5.36M Buy
31,600
+2,394
+8% +$413K 1.61% 23
2019
Q1 		$5.33M Buy
29,206
+4,330
+17% +$728K 1.78% 15
2018
Q4 		$3.41M Sell
24,876
-957
-4% -$141K 1.42% 29
2018
Q3 		$4.26M Sell
25,833
-610
-2% -$108K 1.43% 27
2018
Q2 		$4.91M Sell
26,443
-2,882
-10% -$549K 1.79% 16
2018
Q1 		$5.38M Sell
29,325
-610
-2% -$115K 1.99% 9
2017
Q4 		$5.16M Sell
29,935
-1,900
-6% -$340K 2.05% 12
2017
Q3 		$5.5M Buy
31,835
+318
+1% +$51.6K 2.37% 4
2017
Q2 		$4.44M Buy
31,517
+440
+1% +$54.3K 2.16% 8
2017
Q1 		$3.35M Buy
31,077
+1,485
+5% +$151K 1.81% 14
2016
Q4 		$2.6M Buy
+29,592
New +$2.85M 1.61% 23

Other funds holding BABA

BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
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
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
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Lyell Wealth Management's BABA Position: Q2 2023 in Review

Lyell Wealth Management sold out of Alibaba (BABA) in Q2 2023, closing a stake of 2,150 shares — an estimated $220K sold.

Lyell Wealth Management first reported a position in BABA in Q4 2016 and held it in 24 quarters. The position peaked at $7.22M in Q4 2019. 1,155 funds tracked by Wall St. Rank hold BABA as of Q2 2023.

  • Lyell Wealth Management reported no remaining Alibaba position as of Q2 2023 after selling out during the quarter.
  • Lyell Wealth Management sold 2,150 Alibaba shares in Q2 2023, an estimated $220K.
  • Lyell Wealth Management first reported a position in Alibaba in Q4 2016 and held it in 24 quarters.
  • Lyell Wealth Management's Alibaba position peaked at $7.22M in Q4 2019.
  • 1,155 funds tracked by Wall St. Rank held Alibaba as of Q2 2023.

Based on Lyell Wealth Management's 13F filing for Q2 2023, filed 4 Aug 2023.