Old Well Partners’s Alibaba BABA Stock Holding History

Old Well Partners’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 Q4	–	Sell	-40,700	Closed	-$3.53M	–	43
2023 Q3	$3.53M	Sell	40,700 -3,100	-7%	-$284K	2.93%	14
2023 Q2	$3.65M	Sell	43,800 -2,400	-5%	-$210K	3.29%	14
2023 Q1	$4.72M	Buy	+46,200	New	+$4.63M	3.52%	13
2021 Q3	–	Sell	-43,800	Closed	-$9.93M	–	42
2021 Q2	$9.93M	Sell	43,800 -2,200	-5%	-$489K	4.51%	10
2021 Q1	$10.4M	Buy	46,000 +1,000	+2%	+$246K	5.14%	9
2020 Q4	$10.5M	Buy	+45,000	New	+$12.5M	5.39%	7

Other funds holding BABA

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

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

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

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Old Well Partners's BABA Position: Q4 2023 in Review

Old Well Partners sold out of Alibaba (BABA) in Q4 2023, closing a stake of 40,700 shares — an estimated $3.53M sold.

Old Well Partners first reported a position in BABA in Q4 2020 and held it in 6 quarters. The position peaked at $10.5M in Q4 2020. 1,155 funds tracked by Wall St. Rank hold BABA as of Q4 2023.

Old Well Partners reported no remaining Alibaba position as of Q4 2023 after selling out during the quarter.
Old Well Partners sold 40,700 Alibaba shares in Q4 2023, an estimated $3.53M.
Old Well Partners first reported a position in Alibaba in Q4 2020 and held it in 6 quarters.
Old Well Partners's Alibaba position peaked at $10.5M in Q4 2020.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q4 2023.

Based on Old Well Partners's 13F filing for Q4 2023, filed 14 Feb 2024.