Windsor Advisory Group’s Alibaba BABA Stock Holding History

Windsor Advisory Group’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
2023 Q4	–	Sell	-4,500	Closed	-$390K	–	58
2023 Q3	$390K	Hold	4,500	–	–	0.93%	29
2023 Q2	$375K	Hold	4,500	–	–	0.93%	28
2023 Q1	$460K	Hold	4,500	–	–	1.1%	23
2022 Q4	$396K	Buy	+4,500	New	+$355K	1.05%	25

Other funds holding BABA

Morgan Stanley New York $1.66T AUM 25.57% 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

Sanders Capital West Palm Beach, Florida $83.9B AUM 37.89% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Windsor Advisory Group's BABA Position: Q4 2023 in Review

Windsor Advisory Group sold out of Alibaba (BABA) in Q4 2023, closing a stake of 4,500 shares — an estimated $390K sold.

Windsor Advisory Group first reported a position in BABA in Q4 2022 and held it in 4 quarters. The position peaked at $460K in Q1 2023. 1,155 funds tracked by Wall St. Rank hold BABA as of Q4 2023.

Windsor Advisory Group reported no remaining Alibaba position as of Q4 2023 after selling out during the quarter.
Windsor Advisory Group sold 4,500 Alibaba shares in Q4 2023, an estimated $390K.
Windsor Advisory Group first reported a position in Alibaba in Q4 2022 and held it in 4 quarters.
Windsor Advisory Group's Alibaba position peaked at $460K in Q1 2023.
1,155 funds tracked by Wall St. Rank held Alibaba as of Q4 2023.

Based on Windsor Advisory Group's 13F filing for Q4 2023, filed 22 Jan 2024.