Steward Financial Group’s Alibaba BABA Stock Holding History

Steward Financial 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
2023 Q3	$2K	Buy	+24	New	+$2.2K	﹤0.01%	927
2023 Q2	–	Sell	-12	Closed	-$1K	–	490
2023 Q1	$1K	Sell	12 -10	-45%	-$1K	﹤0.01%	577
2022 Q4	$1K	Buy	+22	New	+$1.74K	﹤0.01%	382
2022 Q3	–	Sell	-22	Closed	-$2K	–	178
2022 Q2	$2K	Sell	22 -238	-92%	-$23.3K	﹤0.01%	514
2022 Q1	$28K	Hold	260	–	–	0.03%	129
2021 Q4	$30K	Buy	+260	New	+$37.9K	0.03%	103

Other funds holding BABA

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

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

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

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

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

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Steward Financial Group's BABA Position: Q3 2023 in Review

Steward Financial Group opened a new position in Alibaba (BABA) in Q3 2023: 24 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #927 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in BABA as recently as Q1 2023.

Steward Financial Group first reported a position in BABA in Q4 2021 and has held it in 6 quarters since. The position peaked at $30K in Q4 2021. 1,154 funds tracked by Wall St. Rank hold BABA as of Q3 2023.

Steward Financial Group held 24 shares of Alibaba worth $2K as of Q3 2023.
Alibaba was a new Steward Financial Group position in Q3 2023.
Alibaba made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #927 holding.
Steward Financial Group first reported a position in Alibaba in Q4 2021 and has held it in 6 quarters since.
Steward Financial Group's Alibaba position peaked at $30K in Q4 2021.
1,154 funds tracked by Wall St. Rank held Alibaba as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.