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Winfield Associates’s Alibaba BABA Stock Holding History

Winfield Associates’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
-1,370
Closed -$203K – 156
2021
Q3 		$203K Sell
1,370
-210
-13% -$38.2K 0.08% 143
2021
Q2 		$358K Sell
1,580
-215
-12% -$47.8K 0.13% 116
2021
Q1 		$407K Sell
1,795
-550
-23% -$135K 0.17% 105
2020
Q4 		$546K Sell
2,345
-25
-1% -$6.94K 0.23% 85
2020
Q3 		$697K Buy
+2,370
New +$624K 0.33% 66
2018
Q1 		– Sell
-106
Closed -$20K – 163
2017
Q4 		$20K Hold
106
– – 0.01% 305
2017
Q3 		$18K Buy
106
+28
+36% +$4.54K 0.01% 311
2017
Q2 		$11K Buy
+78
New +$9.63K 0.01% 393
2016
Q2 		– Sell
-600
Closed -$47K – 708
2016
Q1 		$47K Hold
600
– – 0.03% 175
2015
Q4 		$49K Hold
600
– – 0.03% 158
2015
Q3 		$35K Buy
+600
New +$43.6K 0.03% 175

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

Winfield Associates's BABA Position: Q4 2021 in Review

Winfield Associates sold out of Alibaba (BABA) in Q4 2021, closing a stake of 1,370 shares — an estimated $203K sold.

Winfield Associates first reported a position in BABA in Q3 2015 and held it in 11 quarters. The position peaked at $697K in Q3 2020. 1,413 funds tracked by Wall St. Rank hold BABA as of Q4 2021.

  • Winfield Associates reported no remaining Alibaba position as of Q4 2021 after selling out during the quarter.
  • Winfield Associates sold 1,370 Alibaba shares in Q4 2021, an estimated $203K.
  • Winfield Associates first reported a position in Alibaba in Q3 2015 and held it in 11 quarters.
  • Winfield Associates's Alibaba position peaked at $697K in Q3 2020.
  • 1,413 funds tracked by Wall St. Rank held Alibaba as of Q4 2021.

Based on Winfield Associates's 13F filing for Q4 2021, filed 10 Feb 2022.