Rowland Carmichael Advisors’s Alibaba BABA Stock Holding History

Rowland Carmichael 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
2020 Q4	$885K	Buy	3,804 +268	+8%	+$74.4K	0.28%	85
2020 Q3	$1.04M	Buy	3,536 +41	+1%	+$10.8K	0.41%	60
2020 Q2	$754K	Buy	3,495 +129	+4%	+$26.9K	0.32%	82
2020 Q1	$655K	Buy	3,366 +1,243	+59%	+$259K	0.33%	79
2019 Q4	$450K	Buy	2,123 +61	+3%	+$11.4K	0.15%	158
2019 Q3	$345K	Sell	2,062 -97	-4%	-$16.7K	0.12%	197
2019 Q2	$366K	Sell	2,159 -21	-1%	-$3.62K	0.13%	178
2019 Q1	$398K	Buy	+2,180	New	+$367K	0.15%	165

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

Rowland Carmichael Advisors's BABA Position: Q4 2020 in Review

Rowland Carmichael Advisors increased its Alibaba (BABA) stake by 7.6% in Q4 2020, buying an estimated $74.4K and bringing the position to 3,804 shares worth $885K. The position accounts for 0.28% of the portfolio, ranked #85.

Rowland Carmichael Advisors first reported a position in BABA in Q1 2019 and has held it in 8 quarters since. The position peaked at $1.04M in Q3 2020. 1,935 funds tracked by Wall St. Rank hold BABA as of Q4 2020.

Rowland Carmichael Advisors held 3,804 shares of Alibaba worth $885K as of Q4 2020.
Rowland Carmichael Advisors bought 268 Alibaba shares in Q4 2020, an estimated $74.4K.
Alibaba made up 0.28% of Rowland Carmichael Advisors's portfolio in Q4 2020, its #85 holding.
Rowland Carmichael Advisors first reported a position in Alibaba in Q1 2019 and has held it in 8 quarters since.
Rowland Carmichael Advisors's Alibaba position peaked at $1.04M in Q3 2020.
1,935 funds tracked by Wall St. Rank held Alibaba as of Q4 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q4 2020, filed 15 Jan 2021.