SWM
BABA icon

Segment Wealth Management’s Alibaba BABA Stock Holding History

Segment Wealth 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
2021
Q4 		– Sell
-4,439
Closed -$657K – 259
2021
Q3 		$657K Sell
4,439
-211
-5% -$38.4K 0.08% 139
2021
Q2 		$1.05M Hold
4,650
– – 0.13% 110
2021
Q1 		$1.05M Buy
4,650
+463
+11% +$114K 0.14% 107
2020
Q4 		$974K Buy
4,187
+161
+4% +$44.7K 0.14% 106
2020
Q3 		$1.18M Buy
4,026
+820
+26% +$216K 0.19% 95
2020
Q2 		$692K Buy
3,206
+226
+8% +$47.1K 0.13% 101
2020
Q1 		$580K Sell
2,980
-263
-8% -$54.9K 0.13% 107
2019
Q4 		$688K Buy
3,243
+774
+31% +$145K 0.12% 119
2019
Q3 		$413K Hold
2,469
– – 0.08% 142
2019
Q2 		$418K Buy
2,469
+269
+12% +$46.4K 0.09% 134
2019
Q1 		$401K Buy
2,200
+116
+6% +$19.5K 0.08% 138
2018
Q4 		$286K Buy
2,084
+545
+35% +$80.6K 0.07% 146
2018
Q3 		$254K Buy
1,539
+318
+26% +$56.3K 0.06% 184
2018
Q2 		$227K Buy
+1,221
New +$233K 0.05% 190

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Segment Wealth Management's BABA Position: Q4 2021 in Review

Segment Wealth Management sold out of Alibaba (BABA) in Q4 2021, closing a stake of 4,439 shares — an estimated $657K sold.

Segment Wealth Management first reported a position in BABA in Q2 2018 and held it in 14 quarters. The position peaked at $1.18M in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Segment Wealth Management reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Segment Wealth Management sold 4,439 Alibaba shares in Q4 2021, an estimated $657K.
  • Segment Wealth Management first reported a position in Alibaba in Q2 2018 and held it in 14 quarters.
  • Segment Wealth Management's Alibaba position peaked at $1.18M in Q3 2020.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Segment Wealth Management's 13F filing for Q4 2021, filed 24 Jan 2022.