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United Asset Strategies’s Alibaba BABA Stock Holding History

United Asset Strategies’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
-1,314
Closed -$298K – 207
2021
Q2 		$298K Sell
1,314
-30
-2% -$6.67K 0.04% 177
2021
Q1 		$305K Sell
1,344
-175
-12% -$43K 0.04% 174
2020
Q4 		$354K Buy
1,519
+5
+0.3% +$1.39K 0.06% 163
2020
Q3 		$445K Buy
1,514
+196
+15% +$51.6K 0.08% 145
2020
Q2 		$284K Buy
+1,318
New +$274K 0.06% 156
2020
Q1 		– Sell
-1,180
Closed -$250K – 177
2019
Q4 		$250K Buy
+1,180
New +$221K 0.05% 180
2019
Q2 		– Sell
-1,165
Closed -$213K – 192
2019
Q1 		$213K Buy
+1,165
New +$196K 0.05% 183
2018
Q4 		– Sell
-1,495
Closed -$246K – 189
2018
Q3 		$246K Sell
1,495
-354
-19% -$62.6K 0.06% 184
2018
Q2 		$343K Buy
1,849
+23
+1% +$4.38K 0.09% 161
2018
Q1 		$335K Sell
1,826
-200
-10% -$37.7K 0.1% 157
2017
Q4 		$349K Buy
+2,026
New +$363K 0.09% 152
2017
Q3 		– Sell
-1,420
Closed -$200K – 123
2017
Q2 		$200K Sell
1,420
-460
-24% -$56.8K 0.06% 145
2017
Q1 		$203K Buy
+1,880
New +$191K 0.06% 137
2016
Q3 		– Sell
-2,645
Closed -$210K – 138
2016
Q2 		$210K Buy
+2,645
New +$207K 0.08% 128
2015
Q3 		– Sell
-2,545
Closed -$209K – 129
2015
Q2 		$209K Buy
+2,545
New +$219K 0.09% 123

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

United Asset Strategies's BABA Position: Q3 2021 in Review

United Asset Strategies sold out of Alibaba (BABA) in Q3 2021, closing a stake of 1,314 shares — an estimated $298K sold.

United Asset Strategies first reported a position in BABA in Q2 2015 and held it in 15 quarters. The position peaked at $445K in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

  • United Asset Strategies reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
  • United Asset Strategies sold 1,314 Alibaba shares in Q3 2021, an estimated $298K.
  • United Asset Strategies first reported a position in Alibaba in Q2 2015 and held it in 15 quarters.
  • United Asset Strategies's Alibaba position peaked at $445K in Q3 2020.
  • 1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on United Asset Strategies's 13F filing for Q3 2021, filed 21 Oct 2021.