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Roosevelt Investment Group’s Alibaba BABA Stock Holding History

Roosevelt Investment 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
2020
Q2 		– Sell
-1,939
Closed -$377K – 171
2020
Q1 		$377K Sell
1,939
-2,803
-59% -$585K 0.04% 102
2019
Q4 		$1.01M Hold
4,742
– – 0.1% 64
2019
Q3 		$793K Hold
4,742
– – 0.09% 76
2019
Q2 		$804K Hold
4,742
– – 0.09% 74
2019
Q1 		$865K Hold
4,742
– – 0.11% 71
2018
Q4 		$650K Buy
+4,742
New +$701K 0.07% 113

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Roosevelt Investment Group's BABA Position: Q2 2020 in Review

Roosevelt Investment Group sold out of Alibaba (BABA) in Q2 2020, closing a stake of 1,939 shares — an estimated $377K sold.

Roosevelt Investment Group first reported a position in BABA in Q4 2018 and held it in 6 quarters. The position peaked at $1.01M in Q4 2019. 1,772 funds tracked by Wall St. Rank hold BABA as of Q2 2020.

  • Roosevelt Investment Group reported no remaining Alibaba position as of Q2 2020 after selling out during the quarter.
  • Roosevelt Investment Group sold 1,939 Alibaba shares in Q2 2020, an estimated $377K.
  • Roosevelt Investment Group first reported a position in Alibaba in Q4 2018 and held it in 6 quarters.
  • Roosevelt Investment Group's Alibaba position peaked at $1.01M in Q4 2019.
  • 1,772 funds tracked by Wall St. Rank held Alibaba as of Q2 2020.

Based on Roosevelt Investment Group's 13F filing for Q2 2020, filed 11 Aug 2020.