Summa Corp’s Alibaba BABA Stock Holding History

Summa Corp’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
2026 Q1	$512K	Hold	4,079	–	–	0.21%	53
2025 Q4	$598K	Sell	4,079 -29,031	-88%	-$4.73M	0.26%	42
2025 Q3	$5.92M	Buy	33,110 +9,187	+38%	+$1.2M	2.6%	4
2025 Q2	$2.71M	Sell	23,923 -47,750	-67%	-$5.65M	1.41%	9
2025 Q1	$9.48M	Buy	71,673 +16,000	+29%	+$1.84M	5.48%	4
2024 Q4	$4.72M	Sell	55,673 -13,340	-19%	-$1.26M	2.32%	6
2024 Q3	$7.32M	Buy	69,013 +23,000	+50%	+$1.88M	3.51%	5
2024 Q2	$3.31M	Sell	46,013 -3,011	-6%	-$231K	1.61%	8
2024 Q1	$3.55M	Sell	49,024 -28	-0.1%	-$2.05K	1.94%	8
2023 Q4	$3.8M	Buy	+49,052	New	+$3.91M	2.66%	9

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

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

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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