Sullivan, Bruyette, Speros & Blaney’s Alibaba BABA Stock Holding History

Sullivan, Bruyette, Speros & Blaney’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 Q1	$604K	Sell	2,663 -438	-14%	-$108K	0.03%	163
2020 Q4	$722K	Buy	3,101 +94	+3%	+$26.1K	0.03%	134
2020 Q3	$884K	Buy	3,007 +551	+22%	+$145K	0.05%	106
2020 Q2	$530K	Buy	2,456 +140	+6%	+$29.2K	0.03%	132
2020 Q1	$450K	Buy	2,316 +50	+2%	+$10.4K	0.03%	131
2019 Q4	$481K	Sell	2,266 -97	-4%	-$18.2K	0.03%	144
2019 Q3	$395K	Buy	2,363 +15	+0.6%	+$2.58K	0.02%	155
2019 Q2	$398K	Buy	2,348 +218	+10%	+$37.6K	0.02%	152
2019 Q1	$389K	Buy	+2,130	New	+$358K	0.02%	140

Other funds holding BABA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Sullivan, Bruyette, Speros & Blaney's BABA Position: Q1 2021 in Review

Sullivan, Bruyette, Speros & Blaney reduced its Alibaba (BABA) stake by 14% in Q1 2021, selling an estimated $108K and leaving 2,663 shares worth $604K. The position accounts for 0.03% of the portfolio, ranked #163.

Sullivan, Bruyette, Speros & Blaney first reported a position in BABA in Q1 2019 and has held it in 9 quarters since. The position peaked at $884K in Q3 2020. 1,879 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

Sullivan, Bruyette, Speros & Blaney held 2,663 shares of Alibaba worth $604K as of Q1 2021.
Sullivan, Bruyette, Speros & Blaney sold 438 Alibaba shares in Q1 2021, an estimated $108K.
Alibaba made up 0.03% of Sullivan, Bruyette, Speros & Blaney's portfolio in Q1 2021, its #163 holding.
Sullivan, Bruyette, Speros & Blaney first reported a position in Alibaba in Q1 2019 and has held it in 9 quarters since.
Sullivan, Bruyette, Speros & Blaney's Alibaba position peaked at $884K in Q3 2020.
1,879 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Sullivan, Bruyette, Speros & Blaney's 13F filing for Q1 2021, filed 10 May 2021.