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Shepherd Financial Partners’s Alibaba BABA Stock Holding History

Shepherd Financial Partners’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
-7,577
Closed -$1.12M – 153
2021
Q3 		$1.12M Sell
7,577
-1,117
-13% -$203K 0.22% 81
2021
Q2 		$1.97M Buy
8,694
+1,633
+23% +$363K 0.38% 53
2021
Q1 		$1.6M Sell
7,061
-365
-5% -$89.7K 0.35% 62
2020
Q4 		$1.73M Buy
7,426
+236
+3% +$65.5K 0.39% 59
2020
Q3 		$2.11M Buy
7,190
+304
+4% +$80.1K 0.5% 34
2020
Q2 		$1.49M Buy
6,886
+41
+0.6% +$8.54K 0.4% 46
2020
Q1 		$1.33M Buy
6,845
+1,814
+36% +$379K 0.46% 39
2019
Q4 		$1.07M Buy
5,031
+100
+2% +$18.8K 0.25% 66
2019
Q3 		$825K Sell
4,931
-119
-2% -$20.4K 0.21% 67
2019
Q2 		$856K Hold
5,050
– – 0.16% 69
2019
Q1 		$921K Buy
5,050
+2,238
+80% +$376K 0.18% 64
2018
Q4 		$385K Sell
2,812
-3,232
-53% -$478K 0.08% 95
2018
Q3 		$1.12M Hold
6,044
– – 0.25% 56
2018
Q2 		$1.13M Buy
6,044
+2,838
+89% +$541K 0.25% 56
2018
Q1 		$587K Buy
3,206
+806
+34% +$152K 0.14% 69
2017
Q4 		$414K Buy
2,400
+1,027
+75% +$184K 0.1% 86
2017
Q3 		$247K Buy
+1,373
New +$223K 0.06% 103

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

Shepherd Financial Partners's BABA Position: Q4 2021 in Review

Shepherd Financial Partners sold out of Alibaba (BABA) in Q4 2021, closing a stake of 7,577 shares — an estimated $1.12M sold.

Shepherd Financial Partners first reported a position in BABA in Q3 2017 and held it in 17 quarters. The position peaked at $2.11M in Q3 2020. 1,413 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Shepherd Financial Partners reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Shepherd Financial Partners sold 7,577 Alibaba shares in Q4 2021, an estimated $1.12M.
  • Shepherd Financial Partners first reported a position in Alibaba in Q3 2017 and held it in 17 quarters.
  • Shepherd Financial Partners's Alibaba position peaked at $2.11M in Q3 2020.
  • 1,413 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Shepherd Financial Partners's 13F filing for Q4 2021, filed 14 Feb 2022.