Sugarloaf Wealth Management’s Alibaba BABA Stock Holding History

Sugarloaf 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
2022 Q3	–	Sell	-100	Closed	-$11K	–	838
2022 Q2	$11K	Hold	100	–	–	﹤0.01%	501
2022 Q1	$11K	Buy	+100	New	+$11.5K	﹤0.01%	479
2021 Q3	–	Sell	-50	Closed	-$11K	–	763
2021 Q2	$11K	Hold	50	–	–	﹤0.01%	480
2021 Q1	$11	Sell	50 -10	-17%	-$2.46K	﹤0.01%	485
2020 Q4	$14K	Hold	60	–	–	﹤0.01%	441
2020 Q3	$18K	Sell	60 -15	-20%	-$3.95K	0.01%	371
2020 Q2	$16K	Sell	75 -45	-38%	-$9.37K	0.01%	383
2020 Q1	$23K	Sell	120 -20	-14%	-$4.17K	0.01%	305
2019 Q4	$30K	Buy	+140	New	+$26.3K	0.01%	308

Other funds holding BABA

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Credit Agricole Montrouge Cedex, France $38.1B AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Sugarloaf Wealth Management's BABA Position: Q3 2022 in Review

Sugarloaf Wealth Management sold out of Alibaba (BABA) in Q3 2022, closing a stake of 100 shares — an estimated $11K sold.

Sugarloaf Wealth Management first reported a position in BABA in Q4 2019 and held it in 9 quarters. The position peaked at $30K in Q4 2019. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

Sugarloaf Wealth Management reported no remaining Alibaba position as of Q3 2022 after selling out during the quarter.
Sugarloaf Wealth Management sold 100 Alibaba shares in Q3 2022, an estimated $11K.
Sugarloaf Wealth Management first reported a position in Alibaba in Q4 2019 and held it in 9 quarters.
Sugarloaf Wealth Management's Alibaba position peaked at $30K in Q4 2019.
1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Sugarloaf Wealth Management's 13F filing for Q3 2022, filed 11 Oct 2022.