Richard Bernstein Advisors’s Alibaba BABA Stock Holding History

Richard Bernstein Advisors’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
2024 Q1	–	Sell	-214	Closed	-$16.6K	–	215
2023 Q4	$16.6K	Buy	+214	New	+$17.1K	﹤0.01%	208
2022 Q1	–	Sell	-13,001	Closed	-$1.54M	–	262
2021 Q4	$1.54M	Hold	13,001	–	–	0.03%	222
2021 Q3	$1.92M	Hold	13,001	–	–	0.04%	211
2021 Q2	$2.95M	Hold	13,001	–	–	0.06%	167
2021 Q1	$2.95M	Hold	13,001	–	–	0.07%	158
2020 Q4	$3.03M	Sell	13,001 -8,300	-39%	-$2.3M	0.07%	156
2020 Q3	$6.26M	Hold	21,301	–	–	0.18%	55
2020 Q2	$4.59M	Hold	21,301	–	–	0.14%	68
2020 Q1	$4.14M	Hold	21,301	–	–	0.15%	76
2019 Q4	$4.52M	Hold	21,301	–	–	0.15%	105
2019 Q3	$3.56M	Hold	21,301	–	–	0.12%	130
2019 Q2	$3.61M	Hold	21,301	–	–	0.12%	131
2019 Q1	$3.89M	Hold	21,301	–	–	0.13%	134
2018 Q4	$2.92M	Hold	21,301	–	–	0.11%	200
2018 Q3	$3.51M	Sell	21,301 -8,159	-28%	-$1.44M	0.1%	226
2018 Q2	$5.47M	Hold	29,460	–	–	0.18%	92
2018 Q1	$5.41M	Hold	29,460	–	–	0.19%	93
2017 Q4	$5.08M	Hold	29,460	–	–	0.22%	93
2017 Q3	$5.09M	Buy	+29,460	New	+$4.78M	0.35%	84

Other funds holding BABA

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

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

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

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

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

Richard Bernstein Advisors's BABA Position: Q1 2024 in Review

Richard Bernstein Advisors sold out of Alibaba (BABA) in Q1 2024, closing a stake of 214 shares — an estimated $16.6K sold.

Richard Bernstein Advisors first reported a position in BABA in Q3 2017 and held it in 19 quarters. The position peaked at $6.26M in Q3 2020. 1,124 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

Richard Bernstein Advisors reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
Richard Bernstein Advisors sold 214 Alibaba shares in Q1 2024, an estimated $16.6K.
Richard Bernstein Advisors first reported a position in Alibaba in Q3 2017 and held it in 19 quarters.
Richard Bernstein Advisors's Alibaba position peaked at $6.26M in Q3 2020.
1,124 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Richard Bernstein Advisors's 13F filing for Q1 2024, filed 9 May 2024.