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West Oak Capital’s Alibaba BABA Stock Holding History

West Oak Capital’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
-115
Closed -$17K – 365
2021
Q3 		$17K Sell
115
-145
-56% -$26.4K 0.01% 251
2021
Q2 		$59K Buy
260
+10
+4% +$2.22K 0.02% 178
2021
Q1 		$57K Sell
250
-20
-7% -$4.91K 0.02% 177
2020
Q4 		$63K Buy
270
+20
+8% +$5.55K 0.03% 171
2020
Q3 		$73K Sell
250
-2
-0.8% -$527 0.04% 148
2020
Q2 		$54K Buy
252
+2
+0.8% +$416 0.03% 169
2020
Q1 		$49K Hold
250
– – 0.03% 165
2019
Q4 		$53K Sell
250
-350
-58% -$65.7K 0.03% 171
2019
Q3 		$100K Hold
600
– – 0.06% 139
2019
Q2 		$102K Hold
600
– – 0.06% 141
2019
Q1 		$109K Hold
600
– – 0.07% 135
2018
Q4 		$82.2K Sell
600
-150
-20% -$22.2K 0.06% 143
2018
Q3 		$124K Hold
750
– – 0.07% 136
2018
Q2 		$139K Hold
750
– – 0.08% 128
2018
Q1 		$138K Sell
750
-50
-6% -$9.41K 0.08% 127
2017
Q4 		$138K Sell
800
-25
-3% -$4.48K 0.08% 127
2017
Q3 		$142K Sell
825
-125
-13% -$20.3K 0.08% 130
2017
Q2 		$134K Buy
950
+425
+81% +$52.5K 0.08% 136
2017
Q1 		$56.6K Buy
525
+100
+24% +$10.2K 0.03% 176
2016
Q4 		$37.3K Buy
425
+100
+31% +$9.63K 0.03% 200
2016
Q3 		$34.4K Buy
+325
New +$30.1K 0.02% 202

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

West Oak Capital's BABA Position: Q4 2021 in Review

West Oak Capital sold out of Alibaba (BABA) in Q4 2021, closing a stake of 115 shares — an estimated $17K sold.

West Oak Capital first reported a position in BABA in Q3 2016 and held it in 21 quarters. The position peaked at $142K in Q3 2017. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • West Oak Capital reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • West Oak Capital sold 115 Alibaba shares in Q4 2021, an estimated $17K.
  • West Oak Capital first reported a position in Alibaba in Q3 2016 and held it in 21 quarters.
  • West Oak Capital's Alibaba position peaked at $142K in Q3 2017.
  • 1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on West Oak Capital's 13F filing for Q4 2021, filed 12 Jan 2022.