Whitegate Investment Counselors’s Alibaba BABA Stock Holding History

Whitegate Investment Counselors’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	-1,600	Closed	-$237K	–	71
2021 Q3	$237K	Sell	1,600 -536	-25%	-$97.5K	0.03%	207
2021 Q2	$484K	Hold	2,136	–	–	0.07%	163
2021 Q1	$484K	Sell	2,136 -115	-5%	-$28.2K	0.07%	154
2020 Q4	$524K	Buy	2,251 +115	+5%	+$31.9K	0.08%	145
2020 Q3	$628K	Buy	2,136 +36	+2%	+$9.48K	0.11%	129
2020 Q2	$453K	Hold	2,100	–	–	0.09%	143
2020 Q1	$408K	Hold	2,100	–	–	0.1%	138
2019 Q4	$445K	Hold	2,100	–	–	0.08%	151
2019 Q3	$351K	Hold	2,100	–	–	0.07%	154
2019 Q2	$356K	Hold	2,100	–	–	0.07%	149
2019 Q1	$383K	Hold	2,100	–	–	0.08%	147
2018 Q4	$288K	Buy	+2,100	New	+$310K	0.07%	157

Other funds holding BABA

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

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

HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return

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

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

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

EFM

E Fund Management Guangzhou, China $3.37B AUM

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

Whitegate Investment Counselors's BABA Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,600 shares — an estimated $237K sold.

Whitegate Investment Counselors first reported a position in BABA in Q4 2018 and held it in 12 quarters. The position peaked at $628K in Q3 2020. 1,412 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

Whitegate Investment Counselors reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
Whitegate Investment Counselors sold 1,600 Alibaba shares in Q4 2021, an estimated $237K.
Whitegate Investment Counselors first reported a position in Alibaba in Q4 2018 and held it in 12 quarters.
Whitegate Investment Counselors's Alibaba position peaked at $628K in Q3 2020.
1,412 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.