RG
BABA icon

Rikoon Group’s Alibaba BABA Stock Holding History

Rikoon 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
2021
Q1 		$212K Buy
934
+10
+1% +$2.46K 0.06% 222
2020
Q4 		$215K Buy
924
+49
+6% +$13.6K 0.06% 214
2020
Q3 		$257K Buy
+875
New +$231K 0.08% 184
2018
Q4 		– Sell
-1,292
Closed -$212K – 195
2018
Q3 		$212K Sell
1,292
-20
-2% -$3.54K 0.08% 201
2018
Q2 		$243K Buy
1,312
+69
+6% +$13.2K 0.09% 186
2018
Q1 		$220K Buy
+1,243
New +$234K 0.09% 183

Other funds holding BABA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Rikoon Group's BABA Position: Q1 2021 in Review

Rikoon Group increased its Alibaba (BABA) stake by 1.1% in Q1 2021, buying an estimated $2.46K and bringing the position to 934 shares worth $212K. The position accounts for 0.06% of the portfolio, ranked #222.

Rikoon Group first reported a position in BABA in Q1 2018 and has held it in 6 quarters since. The position peaked at $257K in Q3 2020. 1,879 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Rikoon Group held 934 shares of Alibaba worth $212K as of Q1 2021.
  • Rikoon Group bought 10 Alibaba shares in Q1 2021, an estimated $2.46K.
  • Alibaba made up 0.06% of Rikoon Group's portfolio in Q1 2021, its #222 holding.
  • Rikoon Group first reported a position in Alibaba in Q1 2018 and has held it in 6 quarters since.
  • Rikoon Group's Alibaba position peaked at $257K in Q3 2020.
  • 1,879 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Rikoon Group's 13F filing for Q1 2021, filed 14 May 2021.