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Orca Investment Management’s Alibaba BABA Stock Holding History

Orca Investment Management’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
Q3 		– Sell
-3,691
Closed -$837K – 64
2021
Q2 		$837K Buy
3,691
+383
+12% +$85.1K 0.75% 40
2021
Q1 		$750K Sell
3,308
-24
-0.7% -$5.89K 0.78% 38
2020
Q4 		$775K Buy
+3,332
New +$925K 0.81% 37
2019
Q3 		$2.13M Sell
12,748
-4,025
-24% -$692K 2.51% 12
2019
Q2 		$2.84M Sell
16,773
-224
-1% -$38.7K 3.17% 5
2019
Q1 		$3.1M Sell
16,997
-671
-4% -$113K 3.54% 5
2018
Q4 		$2.42M Sell
17,668
-1,295
-7% -$191K 3.1% 8
2018
Q3 		$3.12M Buy
18,963
+9,207
+94% +$1.63M 3.13% 7
2018
Q2 		$1.81M Sell
9,756
-3,055
-24% -$582K 1.93% 22
2018
Q1 		$2.35M Sell
12,811
-2,855
-18% -$538K 2.69% 12
2017
Q4 		$2.7M Sell
15,666
-70
-0.4% -$12.5K 2.36% 12
2017
Q3 		$2.72M Sell
15,736
-32
-0.2% -$5.19K 2.41% 11
2017
Q2 		$2.22M Buy
+15,768
New +$1.95M 2.08% 16

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Orca Investment Management's BABA Position: Q3 2021 in Review

Orca Investment Management sold out of Alibaba (BABA) in Q3 2021, closing a stake of 3,691 shares — an estimated $837K sold.

Orca Investment Management first reported a position in BABA in Q2 2017 and held it in 13 quarters. The position peaked at $3.12M in Q3 2018. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Orca Investment Management reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • Orca Investment Management sold 3,691 Alibaba shares in Q3 2021, an estimated $837K.
  • Orca Investment Management first reported a position in Alibaba in Q2 2017 and held it in 13 quarters.
  • Orca Investment Management's Alibaba position peaked at $3.12M in Q3 2018.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Orca Investment Management's 13F filing for Q3 2021, filed 25 Oct 2021.