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UBP Investment Advisors’s Alibaba BABA Stock Holding History

UBP Investment Advisors’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
2021
Q3 		– Sell
-1,217
Closed -$280K – 102
2021
Q2 		$280K Hold
1,217
– – 0.1% 96
2021
Q1 		$280K Buy
+1,217
New +$299K 0.11% 94
2020
Q2 		– Sell
-1,493
Closed -$290K – 60
2020
Q1 		$290K Buy
1,493
+150
+11% +$31.3K 0.26% 41
2019
Q4 		$285K Buy
+1,343
New +$252K 0.22% 45
2019
Q2 		– Sell
-2,543
Closed -$464K – 49
2019
Q1 		$464K Sell
2,543
-87
-3% -$14.6K 0.44% 37
2018
Q4 		$360K Buy
2,630
+816
+45% +$121K 0.38% 37
2018
Q3 		$299K Sell
1,814
-300
-14% -$53.1K 0.29% 50
2018
Q2 		$389K Hold
2,114
– – 0.46% 39
2018
Q1 		$388K Buy
2,114
+187
+10% +$35.2K 0.42% 41
2017
Q4 		$332K Buy
+1,927
New +$345K 0.39% 48

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

UBP Investment Advisors's BABA Position: Q3 2021 in Review

UBP Investment Advisors sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,217 shares — an estimated $280K sold.

UBP Investment Advisors first reported a position in BABA in Q4 2017 and held it in 10 quarters. The position peaked at $464K in Q1 2019. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • UBP Investment Advisors reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • UBP Investment Advisors sold 1,217 Alibaba shares in Q3 2021, an estimated $280K.
  • UBP Investment Advisors first reported a position in Alibaba in Q4 2017 and held it in 10 quarters.
  • UBP Investment Advisors's Alibaba position peaked at $464K in Q1 2019.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on UBP Investment Advisors's 13F filing for Q3 2021, filed 15 Nov 2021.