Neumann Advisory (HK)’s Alibaba BABA Stock Holding History

Neumann Advisory (HK)’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
2024 Q4	–	Sell	-19,279	Closed	-$2.05M	–	11
2024 Q3	$2.05M	Sell	19,279 -9,472	-33%	-$775K	0.83%	8
2024 Q2	$2.07M	Sell	28,751 -2,911	-9%	-$223K	0.99%	9
2024 Q1	$2.29M	Hold	31,662	–	–	1.12%	8
2023 Q4	$2.45M	Hold	31,662	–	–	0.94%	8
2023 Q3	$2.75M	Hold	31,662	–	–	1.1%	8
2023 Q2	$2.64M	Hold	31,662	–	–	1.01%	9
2023 Q1	$3.23M	Sell	31,662 -10,641	-25%	-$1.07M	1.42%	9
2022 Q4	$3.73M	Sell	42,303 -80,830	-66%	-$6.37M	2.29%	9
2022 Q3	$9.85M	Hold	123,133	–	–	3.45%	5
2022 Q2	$14M	Hold	123,133	–	–	4.6%	6
2022 Q1	$13.4M	Hold	123,133	–	–	2.96%	8
2021 Q4	$14.6M	Hold	123,133	–	–	2.53%	8
2021 Q3	$18.2M	Hold	123,133	–	–	3.24%	7
2021 Q2	$27.9M	Hold	123,133	–	–	4.49%	7
2021 Q1	$27.9M	Sell	123,133 -46,867	-28%	-$11.5M	4.92%	7
2020 Q4	$39.6M	Sell	170,000 -10,000	-6%	-$2.78M	7.48%	5
2020 Q3	$52.9M	Sell	180,000 -17,140	-9%	-$4.52M	13.4%	4
2020 Q2	$42.5M	Sell	197,140 -29,001	-13%	-$6.04M	14.11%	4
2020 Q1	$44M	Hold	226,141	–	–	23.39%	2
2019 Q4	$48M	Hold	226,141	–	–	24.17%	2
2019 Q3	$37.8M	Hold	226,141	–	–	22.08%	2
2019 Q2	$38.3M	Hold	226,141	–	–	21.22%	2
2019 Q1	$41.3M	Hold	226,141	–	–	21.94%	2
2018 Q4	$31M	Hold	226,141	–	–	21.5%	2
2018 Q3	$37.3M	Buy	226,141 +6,141	+3%	+$1.09M	21.91%	2
2018 Q2	$40.8M	Hold	220,000	–	–	22%	2
2018 Q1	$40.4M	Hold	220,000	–	–	23.69%	2
2017 Q4	$37.9M	Buy	+220,000	New	+$39.4M	25.27%	2

Other funds holding BABA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

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

Neumann Advisory (HK)'s BABA Position: Q4 2024 in Review

Neumann Advisory (HK) sold out of Alibaba (BABA) in Q4 2024, closing a stake of 19,279 shares — an estimated $2.05M sold.

Neumann Advisory (HK) first reported a position in BABA in Q4 2017 and held it in 28 quarters. The position peaked at $52.9M in Q3 2020. 1,205 funds tracked by Wall St. Rank hold BABA as of Q4 2024.

Neumann Advisory (HK) reported no remaining Alibaba position as of Q4 2024 after selling out during the quarter.
Neumann Advisory (HK) sold 19,279 Alibaba shares in Q4 2024, an estimated $2.05M.
Neumann Advisory (HK) first reported a position in Alibaba in Q4 2017 and held it in 28 quarters.
Neumann Advisory (HK)'s Alibaba position peaked at $52.9M in Q3 2020.
1,205 funds tracked by Wall St. Rank held Alibaba as of Q4 2024.

Based on Neumann Advisory (HK)'s 13F filing for Q4 2024, filed 22 Jan 2025.