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Rockbridge Investment Management’s Alibaba BABA Stock Holding History

Rockbridge Investment Management’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
-972
Closed -$75.3K – 166
2023
Q4 		$75.3K Buy
+972
New +$77.4K 0.01% 200
2022
Q3 		– Sell
-191
Closed -$21.7K – 147
2022
Q2 		$21.7K Sell
191
-375
-66% -$36.8K ﹤0.01% 298
2022
Q1 		$62.4K Buy
566
+160
+39% +$18.4K 0.01% 267
2021
Q4 		$48K Sell
406
-800
-66% -$117K 0.01% 350
2021
Q3 		$179K Sell
1,206
-1,001
-45% -$182K 0.03% 168
2021
Q2 		$501K Hold
2,207
– – 0.08% 99
2021
Q1 		$500K Buy
2,207
+1,014
+85% +$249K 0.09% 86
2020
Q4 		$278K Sell
1,193
-47
-4% -$13K 0.06% 117
2020
Q3 		$365K Buy
1,240
+502
+68% +$132K 0.09% 99
2020
Q2 		$159K Buy
+738
New +$154K 0.04% 138

Other funds holding BABA

Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Rockbridge Investment Management's BABA Position: Q1 2024 in Review

Rockbridge Investment Management sold out of Alibaba (BABA) in Q1 2024, closing a stake of 972 shares — an estimated $75.3K sold.

Rockbridge Investment Management first reported a position in BABA in Q2 2020 and held it in 10 quarters. The position peaked at $501K in Q2 2021. 1,125 funds tracked by Wall St. Rank hold BABA as of Q1 2024.

  • Rockbridge Investment Management reported no remaining Alibaba position as of Q1 2024 after selling out during the quarter.
  • Rockbridge Investment Management sold 972 Alibaba shares in Q1 2024, an estimated $75.3K.
  • Rockbridge Investment Management first reported a position in Alibaba in Q2 2020 and held it in 10 quarters.
  • Rockbridge Investment Management's Alibaba position peaked at $501K in Q2 2021.
  • 1,125 funds tracked by Wall St. Rank held Alibaba as of Q1 2024.

Based on Rockbridge Investment Management's 13F filing for Q1 2024, filed 15 May 2024.