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Sonora Investment Management’s Alibaba BABA Stock Holding History

Sonora Investment 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
Q3 		$261K Sell
1,766
-1,172
-40% -$213K 0.03% 177
2021
Q2 		$666K Buy
2,938
+1,333
+83% +$296K 0.09% 113
2021
Q1 		$364K Buy
1,605
+17
+1% +$4.17K 0.03% 235
2020
Q4 		$370K Buy
1,588
+7
+0.4% +$1.94K 0.03% 233
2020
Q3 		$465K Buy
1,581
+224
+17% +$59K 0.04% 199
2020
Q2 		$293K Sell
1,357
-1,857
-58% -$387K 0.03% 219
2020
Q1 		$625K Buy
3,214
+302
+10% +$63K 0.07% 166
2019
Q4 		$618K Sell
2,912
-150
-5% -$28.1K 0.06% 173
2019
Q3 		$512K Buy
3,062
+2,338
+323% +$402K 0.05% 175
2019
Q2 		$123K Buy
724
+325
+81% +$56.1K 0.01% 297
2019
Q1 		$73K Sell
399
-100
-20% -$16.8K 0.01% 390
2018
Q4 		$68K Sell
499
-500
-50% -$73.9K 0.01% 342
2018
Q3 		$165K Buy
999
+538
+117% +$95.2K 0.02% 226
2018
Q2 		$86K Hold
461
– – 0.01% 296
2018
Q1 		$84.6K Hold
461
– – 0.01% 283
2017
Q4 		$79.5K Buy
461
+215
+87% +$38.5K 0.01% 295
2017
Q3 		$42.5K Sell
246
-474
-66% -$76.8K 0.01% 373
2017
Q2 		$101K Buy
720
+130
+22% +$16.1K 0.02% 254
2017
Q1 		$63.6K Hold
590
– – 0.01% 296
2016
Q4 		$51.8K Sell
590
-10
-2% -$963 0.01% 290
2016
Q3 		$63.5K Buy
600
+500
+500% +$46.3K 0.01% 267
2016
Q2 		$7.95K Hold
100
– – ﹤0.01% 629
2016
Q1 		$7.88K Hold
100
– – ﹤0.01% 673
2015
Q4 		$8K Hold
100
– – ﹤0.01% 571
2015
Q3 		$6K Buy
+100
New +$7.27K ﹤0.01% 629

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $239B AUM 42.32% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fisher Asset Management
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
Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

Sonora Investment Management's BABA Position: Q3 2021 in Review

Sonora Investment Management reduced its Alibaba (BABA) stake by 40% in Q3 2021, selling an estimated $213K and leaving 1,766 shares worth $261K. The position accounts for 0.03% of the portfolio, ranked #177.

Sonora Investment Management first reported a position in BABA in Q3 2015 and has held it in 25 quarters since. The position peaked at $666K in Q2 2021. 1,540 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • Sonora Investment Management held 1,766 shares of Alibaba worth $261K as of Q3 2021.
  • Sonora Investment Management sold 1,172 Alibaba shares in Q3 2021, an estimated $213K.
  • Alibaba made up 0.03% of Sonora Investment Management's portfolio in Q3 2021, its #177 holding.
  • Sonora Investment Management first reported a position in Alibaba in Q3 2015 and has held it in 25 quarters since.
  • Sonora Investment Management's Alibaba position peaked at $666K in Q2 2021.
  • 1,540 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

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