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Surevest’s Alibaba BABA Stock Holding History

Surevest’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 		$10K Hold
120
– – ﹤0.01% 284
2022
Q2 		$14K Sell
120
-103
-46% -$10.1K ﹤0.01% 286
2022
Q1 		$24K Buy
223
+16
+8% +$1.84K 0.01% 224
2021
Q4 		$25K Sell
207
-15,545
-99% -$2.26M 0.01% 221
2021
Q3 		$2.33M Sell
15,752
-6,311
-29% -$1.15M 0.59% 69
2021
Q2 		$5M Buy
22,063
+4,496
+26% +$999K 1.3% 23
2021
Q1 		$3.98M Sell
17,567
-330
-2% -$81.1K 1.2% 56
2020
Q4 		$4.17M Buy
17,897
+1,296
+8% +$360K 1.39% 27
2020
Q3 		$4.88M Buy
16,601
+453
+3% +$119K 1.92% 8
2020
Q2 		$3.48M Buy
16,148
+1,556
+11% +$324K 1.54% 17
2020
Q1 		$2.84M Buy
14,592
+6,056
+71% +$1.26M 1.54% 10
2019
Q4 		$1.81M Buy
8,536
+706
+9% +$132K 0.77% 67
2019
Q3 		$1.31M Buy
7,830
+994
+15% +$171K 0.64% 69
2019
Q2 		$1.16M Buy
6,836
+2,310
+51% +$399K 0.6% 71
2019
Q1 		$826K Buy
4,526
+2,446
+118% +$411K 0.51% 51
2018
Q4 		$285K Buy
+2,080
New +$308K 0.23% 90

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Credit Agricole
Credit Agricole Montrouge Cedex, France $38.1B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Surevest's BABA Position: Q3 2022 in Review

Surevest held its Alibaba (BABA) position steady in Q3 2022 at 120 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #284.

Surevest first reported a position in BABA in Q4 2018 and has held it in 16 quarters since. The position peaked at $5M in Q2 2021. 1,139 funds tracked by Wall St. Rank hold BABA as of Q3 2022.

  • Surevest held 120 shares of Alibaba worth $10K as of Q3 2022.
  • Surevest left its Alibaba share count unchanged in Q3 2022.
  • Alibaba made up ﹤0.01% of Surevest's portfolio in Q3 2022, its #284 holding.
  • Surevest first reported a position in Alibaba in Q4 2018 and has held it in 16 quarters since.
  • Surevest's Alibaba position peaked at $5M in Q2 2021.
  • 1,139 funds tracked by Wall St. Rank held Alibaba as of Q3 2022.

Based on Surevest's 13F filing for Q3 2022, filed 14 Nov 2022.