Peninsula Wealth’s Alibaba BABA Stock Holding History

Peninsula Wealth’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
2020 Q4	–	Sell	-1,523	Closed	-$448K	–	21
2020 Q3	$448K	Hold	1,523	–	–	0.19%	32
2020 Q2	$329K	Hold	1,523	–	–	0.15%	35
2020 Q1	$296K	Buy	1,523 +351	+30%	+$73.3K	0.17%	31
2019 Q4	$249K	Buy	+1,172	New	+$220K	0.12%	33
2019 Q2	–	Sell	-1,164	Closed	-$212K	–	32
2019 Q1	$212K	Buy	+1,164	New	+$196K	0.12%	29
2018 Q3	–	Sell	-1,164	Closed	-$216K	–	33
2018 Q2	$216K	Buy	1,164 +38	+3%	+$7.24K	0.13%	31
2018 Q1	$207K	Buy	+1,126	New	+$212K	0.12%	30

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Peninsula Wealth's BABA Position: Q4 2020 in Review

Peninsula Wealth sold out of Alibaba (BABA) in Q4 2020, closing a stake of 1,523 shares — an estimated $448K sold.

Peninsula Wealth first reported a position in BABA in Q1 2018 and held it in 7 quarters. The position peaked at $448K in Q3 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

Peninsula Wealth reported no remaining Alibaba position as of Q4 2020 after selling out during the quarter.
Peninsula Wealth sold 1,523 Alibaba shares in Q4 2020, an estimated $448K.
Peninsula Wealth first reported a position in Alibaba in Q1 2018 and held it in 7 quarters.
Peninsula Wealth's Alibaba position peaked at $448K in Q3 2020.
1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Peninsula Wealth's 13F filing for Q4 2020, filed 10 Feb 2021.