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Welch & Forbes’s Alibaba BABA Stock Holding History

Welch & Forbes’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
Q4 		– Sell
-4,324
Closed -$640K – 387
2021
Q3 		$640K Sell
4,324
-1,567
-27% -$285K 0.01% 265
2021
Q2 		$1.34M Sell
5,891
-340
-5% -$75.5K 0.02% 203
2021
Q1 		$1.41M Sell
6,231
-513
-8% -$126K 0.03% 193
2020
Q4 		$1.57M Sell
6,744
-500
-7% -$139K 0.03% 177
2020
Q3 		$2.13M Sell
7,244
-263
-4% -$69.3K 0.05% 152
2020
Q2 		$1.62M Buy
7,507
+250
+3% +$52.1K 0.04% 169
2020
Q1 		$1.41M Sell
7,257
-25
-0.3% -$5.22K 0.04% 164
2019
Q4 		$1.54M Hold
7,282
– – 0.03% 185
2019
Q3 		$1.22M Buy
7,282
+200
+3% +$34.4K 0.03% 195
2019
Q2 		$1.2M Sell
7,082
-108
-2% -$18.6K 0.03% 195
2019
Q1 		$1.31M Sell
7,190
-4,451
-38% -$749K 0.03% 186
2018
Q4 		$1.59M Sell
11,641
-3,680
-24% -$544K 0.05% 171
2018
Q3 		$2.52M Sell
15,321
-205
-1% -$36.3K 0.06% 161
2018
Q2 		$2.88M Buy
15,526
+365
+2% +$69.6K 0.07% 150
2018
Q1 		$2.78M Buy
15,161
+1,961
+15% +$369K 0.07% 156
2017
Q4 		$2.28M Buy
13,200
+340
+3% +$60.9K 0.06% 160
2017
Q3 		$2.22M Buy
12,860
+900
+8% +$146K 0.06% 165
2017
Q2 		$1.69M Buy
11,960
+2,975
+33% +$367K 0.05% 171
2017
Q1 		$969K Buy
8,985
+380
+4% +$38.7K 0.03% 197
2016
Q4 		$755K Buy
+8,605
New +$828K 0.02% 207
2016
Q3 		– Sell
-5,180
Closed -$412K – 325
2016
Q2 		$412K Buy
5,180
+1,660
+47% +$130K 0.01% 260
2016
Q1 		$279K Buy
3,520
+155
+5% +$10.9K 0.01% 287
2015
Q4 		$274K Sell
3,365
-1,730
-34% -$136K 0.01% 281
2015
Q3 		$301K Buy
5,095
+15
+0.3% +$1.09K 0.01% 290
2015
Q2 		$417K Buy
5,080
+300
+6% +$25.8K 0.01% 267
2015
Q1 		$398K Buy
+4,780
New +$431K 0.01% 268

Other funds holding BABA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Welch & Forbes's BABA Position: Q4 2021 in Review

Welch & Forbes sold out of Alibaba (BABA) in Q4 2021, closing a stake of 4,324 shares — an estimated $640K sold.

Welch & Forbes first reported a position in BABA in Q1 2015 and held it in 26 quarters. The position peaked at $2.88M in Q2 2018. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Welch & Forbes reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Welch & Forbes sold 4,324 Alibaba shares in Q4 2021, an estimated $640K.
  • Welch & Forbes first reported a position in Alibaba in Q1 2015 and held it in 26 quarters.
  • Welch & Forbes's Alibaba position peaked at $2.88M in Q2 2018.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Welch & Forbes's 13F filing for Q4 2021, filed 19 Jan 2022.