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Waddell & Reed Financial’s Alibaba BABA Stock Holding History

Waddell & Reed Financial’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
Q1 		$404M Buy
1,780,550
+25,484
+1% +$6.26M 0.83% 16
2020
Q4 		$408M Sell
1,755,066
-6,765
-0.4% -$1.88M 0.86% 16
2020
Q3 		$518M Sell
1,761,831
-488,330
-22% -$129M 1.24% 7
2020
Q2 		$485M Sell
2,250,161
-228,391
-9% -$47.6M 1.26% 8
2020
Q1 		$482M Sell
2,478,552
-921,235
-27% -$192M 1.57% 8
2019
Q4 		$721M Sell
3,399,787
-344,351
-9% -$64.6M 1.79% 6
2019
Q3 		$626M Sell
3,744,138
-97,072
-3% -$16.7M 1.62% 6
2019
Q2 		$651M Sell
3,841,210
-84,106
-2% -$14.5M 1.61% 4
2019
Q1 		$716M Buy
3,925,316
+755,499
+24% +$127M 1.77% 4
2018
Q4 		$434M Sell
3,169,817
-270,027
-8% -$39.9M 1.23% 9
2018
Q3 		$567M Sell
3,439,844
-271,611
-7% -$48.1M 1.26% 8
2018
Q2 		$689M Sell
3,711,455
-93,320
-2% -$17.8M 1.59% 4
2018
Q1 		$698M Sell
3,804,775
-139,933
-4% -$26.3M 1.59% 4
2017
Q4 		$680M Sell
3,944,708
-459,653
-10% -$82.4M 1.51% 6
2017
Q3 		$761M Sell
4,404,361
-840,746
-16% -$136M 1.69% 4
2017
Q2 		$739M Sell
5,245,107
-348,906
-6% -$43.1M 1.63% 5
2017
Q1 		$603M Buy
5,594,013
+30,428
+0.5% +$3.1M 1.28% 10
2016
Q4 		$489M Buy
5,563,585
+85,057
+2% +$8.19M 1.07% 16
2016
Q3 		$580M Buy
5,478,528
+2,068,568
+61% +$192M 1.2% 17
2016
Q2 		$271M Sell
3,409,960
-586,930
-15% -$45.9M 0.57% 50
2016
Q1 		$316M Sell
3,996,890
-555,110
-12% -$39.1M 0.59% 56
2015
Q4 		$370M Sell
4,552,000
-531,590
-10% -$41.7M 0.6% 46
2015
Q3 		$300M Buy
5,083,590
+90,060
+2% +$6.55M 0.49% 60
2015
Q2 		$411M Buy
4,993,530
+2,178,500
+77% +$187M 0.59% 53
2015
Q1 		$234M Sell
2,815,030
-89,450
-3% -$8.07M 0.33% 83
2014
Q4 		$302M Sell
2,904,480
-17,420
-0.6% -$1.79M 0.42% 75
2014
Q3 		$260M Buy
+2,921,900
New +$262M 0.36% 82

Other funds holding BABA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Waddell & Reed Financial's BABA Position: Q1 2021 in Review

Waddell & Reed Financial increased its Alibaba (BABA) stake by 1.5% in Q1 2021, buying an estimated $6.26M and bringing the position to 1,780,550 shares worth $404M. The position accounts for 0.83% of the portfolio, ranked #16.

Waddell & Reed Financial first reported a position in BABA in Q3 2014 and has held it in 27 quarters since. The position peaked at $761M in Q3 2017. 1,879 funds tracked by Wall St. Rank hold BABA as of Q1 2021.

  • Waddell & Reed Financial held 1,780,550 shares of Alibaba worth $404M as of Q1 2021.
  • Waddell & Reed Financial bought 25,484 Alibaba shares in Q1 2021, an estimated $6.26M.
  • Alibaba made up 0.83% of Waddell & Reed Financial's portfolio in Q1 2021, its #16 holding.
  • Waddell & Reed Financial first reported a position in Alibaba in Q3 2014 and has held it in 27 quarters since.
  • Waddell & Reed Financial's Alibaba position peaked at $761M in Q3 2017.
  • 1,879 funds tracked by Wall St. Rank held Alibaba as of Q1 2021.

Based on Waddell & Reed Financial's 13F filing for Q1 2021, filed 12 May 2021.