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Synergy Asset Management’s Alibaba BABA Stock Holding History

Synergy Asset Management’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
2025
Q1 		– Sell
-2,508
Closed -$213K – 182
2024
Q4 		$213K Buy
+2,508
New +$237K 0.02% 187
2021
Q2 		– Sell
-25,100
Closed -$5.69M – 106
2021
Q1 		$5.69M Buy
25,100
+2,749
+12% +$675K 1.7% 19
2020
Q4 		$5.2M Buy
+22,351
New +$6.21M 1.63% 23

Other funds holding BABA

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AL
Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return
Sanders Capital
Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Synergy Asset Management's BABA Position: Q1 2025 in Review

Synergy Asset Management sold out of Alibaba (BABA) in Q1 2025, closing a stake of 2,508 shares — an estimated $213K sold.

Synergy Asset Management first reported a position in BABA in Q4 2020 and held it in 3 quarters. The position peaked at $5.69M in Q1 2021. 1,398 funds tracked by Wall St. Rank hold BABA as of Q1 2025.

  • Synergy Asset Management reported no remaining Alibaba position as of Q1 2025 after selling out during the quarter.
  • Synergy Asset Management sold 2,508 Alibaba shares in Q1 2025, an estimated $213K.
  • Synergy Asset Management first reported a position in Alibaba in Q4 2020 and held it in 3 quarters.
  • Synergy Asset Management's Alibaba position peaked at $5.69M in Q1 2021.
  • 1,398 funds tracked by Wall St. Rank held Alibaba as of Q1 2025.

Based on Synergy Asset Management's 13F filing for Q1 2025, filed 22 Apr 2025.