Security National Trust’s Alibaba BABA Stock Holding History

Security National Trust’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	$250K	Hold	1,100	–	–	0.06%	146
2021 Q2	$250K	Hold	1,100	–	–	0.06%	151
2021 Q1	$250K	Sell	1,100 -43	-4%	-$10.6K	0.06%	149
2020 Q4	$266K	Hold	1,143	–	–	0.07%	140
2020 Q3	$336K	Sell	1,143 -49	-4%	-$12.9K	0.09%	122
2020 Q2	$257K	Hold	1,192	–	–	0.08%	136
2020 Q1	$231K	Sell	1,192 -607	-34%	-$127K	0.08%	128
2019 Q4	$381K	Buy	1,799 +49	+3%	+$9.19K	0.11%	118
2019 Q3	$293K	Buy	1,750 +750	+75%	+$129K	0.09%	126
2019 Q2	$169K	Hold	1,000	–	–	0.05%	167
2019 Q1	$182K	Hold	1,000	–	–	0.06%	160
2018 Q4	$137K	Sell	1,000 -1,000	-50%	-$148K	0.05%	176
2018 Q3	$330K	Hold	2,000	–	–	0.1%	129
2018 Q2	$371K	Buy	2,000 +100	+5%	+$19.1K	0.12%	123
2018 Q1	$349K	Buy	1,900 +900	+90%	+$169K	0.12%	126
2017 Q4	$172K	Hold	1,000	–	–	0.06%	177
2017 Q3	$173K	Hold	1,000	–	–	0.06%	177
2017 Q2	$141K	Buy	+1,000	New	+$123K	0.05%	205

Other funds holding BABA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $4.47B AUM 4.2% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Security National Trust's BABA Position: Q3 2021 in Review

Security National Trust held its Alibaba (BABA) position steady in Q3 2021 at 1,100 shares worth $250K. The position accounts for 0.06% of the portfolio, ranked #146.

Security National Trust first reported a position in BABA in Q2 2017 and has held it in 18 quarters since. The position peaked at $381K in Q4 2019. 1,540 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Security National Trust held 1,100 shares of Alibaba worth $250K as of Q3 2021.
Security National Trust left its Alibaba share count unchanged in Q3 2021.
Alibaba made up 0.06% of Security National Trust's portfolio in Q3 2021, its #146 holding.
Security National Trust first reported a position in Alibaba in Q2 2017 and has held it in 18 quarters since.
Security National Trust's Alibaba position peaked at $381K in Q4 2019.
1,540 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Security National Trust's 13F filing for Q3 2021, filed 4 Oct 2021.