MJRIC
BABA icon

Mogy Joel R Investment Counsel’s Alibaba BABA Stock Holding History

Mogy Joel R Investment Counsel’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
-3,550
Closed -$526K – 121
2021
Q3 		$526K Sell
3,550
-190
-5% -$34.6K 0.04% 88
2021
Q2 		$848K Sell
3,740
-8,240
-69% -$1.83M 0.07% 82
2021
Q1 		$2.72M Buy
11,980
+300
+3% +$73.7K 0.26% 49
2020
Q4 		$2.72M Buy
11,680
+475
+4% +$132K 0.27% 47
2020
Q3 		$3.29M Hold
11,205
– – 0.35% 44
2020
Q2 		$2.42M Sell
11,205
-965
-8% -$201K 0.29% 46
2020
Q1 		$2.37M Sell
12,170
-355
-3% -$74.1K 0.34% 47
2019
Q4 		$2.66M Buy
12,525
+310
+3% +$58.2K 0.32% 51
2019
Q3 		$2.04M Buy
12,215
+155
+1% +$26.6K 0.26% 56
2019
Q2 		$2.04M Sell
12,060
-1,208
-9% -$208K 0.27% 54
2019
Q1 		$2.42M Buy
13,268
+1,020
+8% +$172K 0.33% 51
2018
Q4 		$1.68M Sell
12,248
-2,347
-16% -$347K 0.26% 59
2018
Q3 		$2.4M Buy
14,595
+1,335
+10% +$236K 0.32% 53
2018
Q2 		$2.46M Buy
13,260
+890
+7% +$170K 0.36% 51
2018
Q1 		$2.27M Buy
12,370
+1,275
+11% +$240K 0.35% 54
2017
Q4 		$1.91M Buy
11,095
+3,710
+50% +$665K 0.3% 57
2017
Q3 		$1.27M Buy
7,385
+5,110
+225% +$828K 0.21% 70
2017
Q2 		$321K Buy
+2,275
New +$281K 0.06% 109

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
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
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mogy Joel R Investment Counsel's BABA Position: Q4 2021 in Review

Mogy Joel R Investment Counsel sold out of Alibaba (BABA) in Q4 2021, closing a stake of 3,550 shares — an estimated $526K sold.

Mogy Joel R Investment Counsel first reported a position in BABA in Q2 2017 and held it in 18 quarters. The position peaked at $3.29M in Q3 2020. 1,413 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Mogy Joel R Investment Counsel reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Mogy Joel R Investment Counsel sold 3,550 Alibaba shares in Q4 2021, an estimated $526K.
  • Mogy Joel R Investment Counsel first reported a position in Alibaba in Q2 2017 and held it in 18 quarters.
  • Mogy Joel R Investment Counsel's Alibaba position peaked at $3.29M in Q3 2020.
  • 1,413 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Mogy Joel R Investment Counsel's 13F filing for Q4 2021, filed 10 Feb 2022.