Sargent Investment Group’s Alibaba BABA Stock Holding History

Sargent 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
2021 Q3	–	Sell	-1,081	Closed	-$245K	–	200
2021 Q2	$245K	Buy	1,081 +153	+16%	+$34K	0.06%	174
2021 Q1	$210K	Hold	928	–	–	0.06%	180
2020 Q4	$216K	Sell	928 -60	-6%	-$16.7K	0.07%	163
2020 Q3	$290K	Buy	+988	New	+$260K	0.11%	132

Other funds holding BABA

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

Sargent Investment Group's BABA Position: Q3 2021 in Review

Sargent Investment Group sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,081 shares — an estimated $245K sold.

Sargent Investment Group first reported a position in BABA in Q3 2020 and held it in 4 quarters. The position peaked at $290K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Sargent Investment Group reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Sargent Investment Group sold 1,081 Alibaba shares in Q3 2021, an estimated $245K.
Sargent Investment Group first reported a position in Alibaba in Q3 2020 and held it in 4 quarters.
Sargent Investment Group's Alibaba position peaked at $290K in Q3 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Sargent Investment Group's 13F filing for Q3 2021, filed 12 Nov 2021.