Wilkinson Global Asset Management’s Alibaba BABA Stock Holding History

Wilkinson Global Asset Management’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
2022 Q4	–	Sell	-2,820	Closed	-$226K	–	96
2022 Q3	$226K	Hold	2,820	–	–	0.02%	85
2022 Q2	$321K	Hold	2,820	–	–	0.03%	68
2022 Q1	$307K	Hold	2,820	–	–	0.02%	72
2021 Q4	$335K	Sell	2,820 -135	-5%	-$19.7K	0.02%	73
2021 Q3	$437K	Sell	2,955 -640	-18%	-$116K	0.03%	68
2021 Q2	$815K	Buy	3,595 +1,015	+39%	+$226K	0.05%	60
2021 Q1	$585K	Buy	+2,580	New	+$634K	0.04%	63

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

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

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

Morgan Stanley New York $1.66T AUM 25.57% 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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wilkinson Global Asset Management's BABA Position: Q4 2022 in Review

Wilkinson Global Asset Management sold out of Alibaba (BABA) in Q4 2022, closing a stake of 2,820 shares — an estimated $226K sold.

Wilkinson Global Asset Management first reported a position in BABA in Q1 2021 and held it in 7 quarters. The position peaked at $815K in Q2 2021. 1,172 funds tracked by Wall St. Rank hold BABA as of Q4 2022.

Wilkinson Global Asset Management reported no remaining Alibaba position as of Q4 2022 after selling out during the quarter.
Wilkinson Global Asset Management sold 2,820 Alibaba shares in Q4 2022, an estimated $226K.
Wilkinson Global Asset Management first reported a position in Alibaba in Q1 2021 and held it in 7 quarters.
Wilkinson Global Asset Management's Alibaba position peaked at $815K in Q2 2021.
1,172 funds tracked by Wall St. Rank held Alibaba as of Q4 2022.

Based on Wilkinson Global Asset Management's 13F filing for Q4 2022, filed 31 Jan 2023.