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Morningstar Investment Services’s Alibaba BABA Stock Holding History

Morningstar Investment Services’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
2025
Q1 		$479K Sell
3,621
-3,432
-49% -$396K 0.09% 119
2024
Q4 		$598K Sell
7,053
-84,157
-92% -$7.95M 0.05% 126
2024
Q3 		$9.79M Buy
91,210
+85
+0.1% +$6.96K 0.1% 128
2024
Q2 		$6.59M Buy
91,125
+41,955
+85% +$3.22M 0.07% 133
2024
Q1 		$3.52M Sell
49,170
-141,263
-74% -$10.3M 0.04% 141
2023
Q4 		$14.7M Buy
190,433
+94,772
+99% +$7.55M 0.08% 131
2023
Q3 		$8.18M Buy
95,661
+29,097
+44% +$2.66M 0.1% 124
2023
Q2 		$5.57M Buy
66,564
+1,457
+2% +$128K 0.07% 135
2023
Q1 		$6.68M Buy
65,107
+17,522
+37% +$1.76M 0.09% 129
2022
Q4 		$4.78M Sell
47,585
-1,319
-3% -$104K 0.07% 130
2022
Q3 		$3.22M Buy
48,904
+8,463
+21% +$806K 0.05% 133
2022
Q2 		$4.7M Sell
40,441
-26,719
-40% -$2.62M 0.06% 124
2022
Q1 		$7.83M Buy
67,160
+10,720
+19% +$1.24M 0.09% 126
2021
Q4 		$6.72M Buy
56,440
+36,693
+186% +$5.34M 0.07% 129
2021
Q3 		$2.92M Buy
19,747
+4,418
+29% +$804K 0.03% 157
2021
Q2 		$3.52M Sell
15,329
-11,496
-43% -$2.55M 0.04% 141
2021
Q1 		$6.15M Buy
26,825
+107
+0.4% +$26.3K 0.08% 138
2020
Q4 		$6.22M Buy
+26,718
New +$7.42M 0.09% 132
2019
Q3 		– Sell
-39,512
Closed -$6.7M – 192
2019
Q2 		$6.7M Buy
39,512
+9
+0% +$1.55K 0.11% 129
2019
Q1 		$7.21M Buy
+39,503
New +$6.64M 0.12% 122

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Morningstar Investment Services's BABA Position: Q1 2025 in Review

Morningstar Investment Services reduced its Alibaba (BABA) stake by 49% in Q1 2025, selling an estimated $396K and leaving 3,621 shares worth $479K. The position accounts for 0.09% of the portfolio, ranked #119.

Morningstar Investment Services first reported a position in BABA in Q1 2019 and has held it in 20 quarters since. The position peaked at $14.7M in Q4 2023. 1,399 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Morningstar Investment Services held 3,621 shares of Alibaba worth $479K as of Q1 2025.
  • Morningstar Investment Services sold 3,432 Alibaba shares in Q1 2025, an estimated $396K.
  • Alibaba made up 0.09% of Morningstar Investment Services's portfolio in Q1 2025, its #119 holding.
  • Morningstar Investment Services first reported a position in Alibaba in Q1 2019 and has held it in 20 quarters since.
  • Morningstar Investment Services's Alibaba position peaked at $14.7M in Q4 2023.
  • 1,399 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Morningstar Investment Services's 13F filing for Q1 2025, filed 5 May 2025.