M.D. Sass LLC’s Alibaba BABA Stock Holding History

M.D. Sass LLC’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 Q4	–	Sell	-113,352	Closed	-$16.8M	–	34
2021 Q3	$16.8M	Sell	113,352 -13,653	-11%	-$2.48M	2.85%	18
2021 Q2	$28.8M	Buy	127,005 +1,505	+1%	+$334K	4.76%	7
2021 Q1	$28.5M	Buy	+125,500	New	+$30.8M	5.01%	7

Other funds holding BABA

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

M.D. Sass LLC's BABA Position: Q4 2021 in Review

M.D. Sass LLC sold out of Alibaba (BABA) in Q4 2021, closing a stake of 113,352 shares — an estimated $16.8M sold.

M.D. Sass LLC first reported a position in BABA in Q1 2021 and held it in 3 quarters. The position peaked at $28.8M in Q2 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

M.D. Sass LLC reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
M.D. Sass LLC sold 113,352 Alibaba shares in Q4 2021, an estimated $16.8M.
M.D. Sass LLC first reported a position in Alibaba in Q1 2021 and held it in 3 quarters.
M.D. Sass LLC's Alibaba position peaked at $28.8M in Q2 2021.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on M.D. Sass LLC's 13F filing for Q4 2021, filed 3 Feb 2022.