P.J. Schmidt Investment Management (PJS)’s Alibaba BABA Stock Holding History

P.J. Schmidt Investment Management (PJS)’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 Q4	–	Sell	-1,179	Closed	-$200K	–	175
2021 Q3	$200K	Sell	1,179 -1,610	-58%	-$293K	0.04%	169
2021 Q2	$576K	Sell	2,789 -120	-4%	-$26.7K	0.12%	112
2021 Q1	$681K	Buy	2,909 +263	+10%	+$64.6K	0.14%	104
2020 Q4	$672K	Buy	2,646 +608	+30%	+$169K	0.15%	98
2020 Q3	$646K	Buy	2,038 +122	+6%	+$32.1K	0.16%	93
2020 Q2	$413K	Buy	+1,916	New	+$399K	0.12%	87
2014 Q4	–	Sell	-2,340	Closed	-$208K	–	151
2014 Q3	$208K	Buy	+2,340	New	+$210K	0.09%	139

Other funds holding BABA

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

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

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

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

P.J. Schmidt Investment Management (PJS)'s BABA Position: Q4 2021 in Review

P.J. Schmidt Investment Management (PJS) sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,179 shares — an estimated $200K sold.

P.J. Schmidt Investment Management (PJS) first reported a position in BABA in Q3 2014 and held it in 7 quarters. The position peaked at $681K in Q1 2021. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

P.J. Schmidt Investment Management (PJS) reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
P.J. Schmidt Investment Management (PJS) sold 1,179 Alibaba shares in Q4 2021, an estimated $200K.
P.J. Schmidt Investment Management (PJS) first reported a position in Alibaba in Q3 2014 and held it in 7 quarters.
P.J. Schmidt Investment Management (PJS)'s Alibaba position peaked at $681K in Q1 2021.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on P.J. Schmidt Investment Management (PJS)'s 13F filing for Q4 2021, filed 1 Feb 2022.