Oxford Financial Group’s Alibaba BABA Stock Holding History

Oxford Financial Group’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 Q1	–	Sell	-3,100	Closed	-$273K	–	262
2022 Q4	$273K	Buy	+3,100	New	+$244K	0.03%	165
2022 Q3	–	Sell	-2,044	Closed	-$232K	–	243
2022 Q2	$232K	Sell	2,044 -58	-3%	-$5.69K	0.03%	174
2022 Q1	$229K	Buy	+2,102	New	+$242K	0.03%	175

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

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

AMH

Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Oxford Financial Group's BABA Position: Q1 2023 in Review

Oxford Financial Group sold out of Alibaba (BABA) in Q1 2023, closing a stake of 3,100 shares — an estimated $273K sold.

Oxford Financial Group first reported a position in BABA in Q1 2022 and held it in 3 quarters. The position peaked at $273K in Q4 2022. 1,249 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

Oxford Financial Group reported no remaining Alibaba position as of Q1 2023 after selling out during the quarter.
Oxford Financial Group sold 3,100 Alibaba shares in Q1 2023, an estimated $273K.
Oxford Financial Group first reported a position in Alibaba in Q1 2022 and held it in 3 quarters.
Oxford Financial Group's Alibaba position peaked at $273K in Q4 2022.
1,249 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on Oxford Financial Group's 13F filing for Q1 2023, filed 12 May 2023.