Summit Global Investments’s Alibaba BABA Stock Holding History

Summit Global Investments’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	–	Sell	-1,594	Closed	-$234K	–	488
2025 Q4	$234K	Sell	1,594 -2,734	-63%	-$445K	0.01%	444
2025 Q3	$774K	Sell	4,328 -3,258	-43%	-$427K	0.05%	238
2025 Q2	$860K	Buy	7,586 +2,051	+37%	+$243K	0.05%	222
2025 Q1	$732K	Sell	5,535 -1,031	-16%	-$119K	0.05%	224
2024 Q4	$557K	Sell	6,566 -217	-3%	-$20.5K	0.03%	336
2024 Q3	$720K	Sell	6,783 -6,180	-48%	-$506K	0.05%	304
2024 Q2	$933K	Buy	12,963 +8,861	+216%	+$679K	0.06%	255
2024 Q1	$297K	Buy	+4,102	New	+$301K	0.02%	406
2019 Q1	–	Sell	-4,625	Closed	-$634K	–	276
2018 Q4	$634K	Hold	4,625	–	–	0.1%	189
2018 Q3	$762K	Buy	4,625 +155	+3%	+$27.4K	0.1%	180
2018 Q2	$829K	Buy	4,470 +400	+10%	+$76.2K	0.13%	109
2018 Q1	$747K	Buy	+4,070	New	+$766K	0.12%	98

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