Wellcome Trust’s Alibaba BABA Stock Holding History

Wellcome Trust’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
2024 Q3	–	Sell	-465,900	Closed	-$33.5M	–	23
2024 Q2	$33.5M	Sell	465,900 -2,270,000	-83%	-$174M	0.43%	21
2024 Q1	$198M	Hold	2,735,900	–	–	2.38%	20
2023 Q4	$212M	Hold	2,735,900	–	–	2.63%	20
2023 Q3	$237M	Hold	2,735,900	–	–	3.15%	19
2023 Q2	$228M	Sell	2,735,900 -250,000	-8%	-$21.9M	3%	17
2023 Q1	$305M	Sell	2,985,900 -88,583	-3%	-$8.87M	4.26%	13
2022 Q4	$271M	Hold	3,074,483	–	–	4.01%	13
2022 Q3	$246M	Hold	3,074,483	–	–	3.86%	15
2022 Q2	$350M	Hold	3,074,483	–	–	4.56%	8
2022 Q1	$335M	Hold	3,074,483	–	–	3.5%	16
2021 Q4	$365M	Hold	3,074,483	–	–	3.47%	16
2021 Q3	$455M	Hold	3,074,483	–	–	4.5%	7
2021 Q2	$697M	Hold	3,074,483	–	–	6.65%	3
2021 Q1	$697M	Sell	3,074,483 -100	-0%	-$24.6K	7.28%	2
2020 Q4	$716M	Hold	3,074,583	–	–	7.31%	2
2020 Q3	$904M	Buy	3,074,583 +24,583	+0.8%	+$6.48M	12.22%	1
2020 Q2	$658M	Sell	3,050,000 -277,640	-8%	-$57.8M	10%	1
2020 Q1	$647M	Hold	3,327,640	–	–	11.57%	1
2019 Q4	$706M	Hold	3,327,640	–	–	9.45%	3
2019 Q3	$556M	Hold	3,327,640	–	–	8.81%	4
2019 Q2	$564M	Hold	3,327,640	–	–	8.76%	4
2019 Q1	$607M	Hold	3,327,640	–	–	9.83%	3
2018 Q4	$456M	Hold	3,327,640	–	–	8.64%	5
2018 Q3	$548M	Buy	3,327,640 +77,640	+2%	+$13.7M	8.67%	4
2018 Q2	$603M	Hold	3,250,000	–	–	9.67%	3
2018 Q1	$597M	Hold	3,250,000	–	–	8.97%	2
2017 Q4	$560M	Hold	3,250,000	–	–	8.47%	3
2017 Q3	$561M	Hold	3,250,000	–	–	8.97%	1
2017 Q2	$458M	Hold	3,250,000	–	–	7.79%	4
2017 Q1	$350M	Sell	3,250,000 -5,193	-0.2%	-$528K	6.31%	7
2016 Q4	$286M	Hold	3,255,193	–	–	5.71%	6
2016 Q3	$344M	Buy	3,255,193 +10,790	+0.3%	+$1M	7.2%	3
2016 Q2	$258M	Buy	3,244,403 +10,789	+0.3%	+$844K	5.87%	6
2016 Q1	$256M	Buy	3,233,614 +33,614	+1%	+$2.37M	5.66%	7
2015 Q4	$260M	Buy	3,200,000 +50,000	+2%	+$3.92M	5.18%	7
2015 Q3	$186M	Buy	3,150,000 +525,759	+20%	+$38.2M	4.11%	13
2015 Q2	$216M	Hold	2,624,241	–	–	4.37%	12
2015 Q1	$218M	Buy	2,624,241 +49,560	+2%	+$4.47M	4.69%	10
2014 Q4	$268M	Sell	2,574,681 -183,018	-7%	-$18.8M	5.52%	4
2014 Q3	$245M	Buy	+2,757,699	New	+$248M	5.08%	6

Other funds holding BABA

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Appaloosa LP Short Hills, New Jersey $5.93B AUM 44.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellcome Trust's BABA Position: Q3 2024 in Review

Wellcome Trust sold out of Alibaba (BABA) in Q3 2024, closing a stake of 465,900 shares — an estimated $33.5M sold.

Wellcome Trust first reported a position in BABA in Q3 2014 and held it in 40 quarters. The position peaked at $904M in Q3 2020. 1,234 funds tracked by Wall St. Rank hold BABA as of Q3 2024.

Wellcome Trust reported no remaining Alibaba position as of Q3 2024 after selling out during the quarter.
Wellcome Trust sold 465,900 Alibaba shares in Q3 2024, an estimated $33.5M.
Wellcome Trust first reported a position in Alibaba in Q3 2014 and held it in 40 quarters.
Wellcome Trust's Alibaba position peaked at $904M in Q3 2020.
1,234 funds tracked by Wall St. Rank held Alibaba as of Q3 2024.

Based on Wellcome Trust's 13F filing for Q3 2024, filed 21 Oct 2024.