Sweet Financial Partners’s Alibaba BABA Stock Holding History

Sweet Financial Partners’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
2024 Q3	$552K	Sell	5,202 -15	-0.3%	-$1.23K	0.12%	121
2024 Q2	$376K	Sell	5,217 -10	-0.2%	-$767	0.09%	140
2024 Q1	$378K	Sell	5,227 -2	-0%	-$147	0.09%	144
2023 Q4	$405K	Sell	5,229 -498	-9%	-$39.7K	0.1%	135
2023 Q3	$497K	Buy	5,727 +500	+10%	+$45.8K	0.13%	107
2023 Q2	$436K	Hold	5,227	–	–	0.11%	117
2023 Q1	$534K	Sell	5,227 -650	-11%	-$65.1K	0.15%	100
2022 Q4	$518K	Sell	5,877 -2,200	-27%	-$173K	0.15%	98
2022 Q3	$646K	Buy	8,077 +965	+14%	+$91.9K	0.21%	70
2022 Q2	$808K	Hold	7,112	–	–	0.25%	57
2022 Q1	$774K	Buy	7,112 +627	+10%	+$72.2K	0.21%	62
2021 Q4	$770K	Buy	+6,485	New	+$944K	0.32%	46

Other funds holding BABA

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $99.8B AUM 47.9% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $7.73B AUM 104.51% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Sweet Financial Partners's BABA Position: Q3 2024 in Review

Sweet Financial Partners reduced its Alibaba (BABA) stake by 0.29% in Q3 2024, selling an estimated $1.23K and leaving 5,202 shares worth $552K. The position accounts for 0.12% of the portfolio, ranked #121.

Sweet Financial Partners first reported a position in BABA in Q4 2021 and has held it in 12 quarters since. The position peaked at $808K in Q2 2022. 1,236 funds tracked by Wall St. Rank hold BABA as of Q3 2024.

Sweet Financial Partners held 5,202 shares of Alibaba worth $552K as of Q3 2024.
Sweet Financial Partners sold 15 Alibaba shares in Q3 2024, an estimated $1.23K.
Alibaba made up 0.12% of Sweet Financial Partners's portfolio in Q3 2024, its #121 holding.
Sweet Financial Partners first reported a position in Alibaba in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's Alibaba position peaked at $808K in Q2 2022.
1,236 funds tracked by Wall St. Rank held Alibaba as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.