WI
BABA icon

Wintrust Investments’s Alibaba BABA Stock Holding History

Wintrust Investments’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
Q1 		– Sell
-1,700
Closed -$210K – 337
2022
Q4 		$210K Sell
1,700
-11,500
-87% -$907K 0.03% 346
2022
Q3 		$1.55M Sell
13,200
-2,400
-15% -$229K 0.19% 101
2022
Q2 		$1.82M Sell
15,600
-5,900
-27% -$579K 0.22% 87
2022
Q1 		$2.76M Sell
21,500
-5,900
-22% -$680K 0.27% 64
2021
Q4 		$3.78M Buy
27,400
+11,200
+69% +$1.63M 0.36% 43
2021
Q3 		$3.23M Sell
16,200
-1,747
-10% -$318K 0.44% 38
2021
Q2 		$3.83M Buy
+17,947
New +$3.99M 0.39% 45
2020
Q4 		– Sell
-686
Closed -$202K – 193
2020
Q3 		$202K Buy
+686
New +$181K 0.03% 331
2017
Q3 		– Sell
-1,685
Closed -$237K – 277
2017
Q2 		$237K Sell
1,685
-245
-13% -$30.3K 0.06% 262
2017
Q1 		$208K Sell
1,930
-815
-30% -$82.9K 0.06% 274
2016
Q4 		$241K Sell
2,745
-200
-7% -$19.3K 0.1% 180
2016
Q3 		$312K Sell
2,945
-320
-10% -$29.7K 0.14% 133
2016
Q2 		$60K Buy
+3,265
New +$256K 0.12% 71

Other funds holding BABA

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Temasek Holdings
Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
AMH
Aspex Management (HK) Central, Hong Kong $6.9B AUM 28.37% 1-Year Est. Return

Wintrust Investments's BABA Position: Q1 2023 in Review

Wintrust Investments sold out of Alibaba (BABA) in Q1 2023, closing a stake of 1,700 shares — an estimated $210K sold.

Wintrust Investments first reported a position in BABA in Q2 2016 and held it in 13 quarters. The position peaked at $3.83M in Q2 2021. 1,249 funds tracked by Wall St. Rank hold BABA as of Q1 2023.

  • Wintrust Investments reported no remaining Alibaba position as of Q1 2023 after selling out during the quarter.
  • Wintrust Investments sold 1,700 Alibaba shares in Q1 2023, an estimated $210K.
  • Wintrust Investments first reported a position in Alibaba in Q2 2016 and held it in 13 quarters.
  • Wintrust Investments's Alibaba position peaked at $3.83M in Q2 2021.
  • 1,249 funds tracked by Wall St. Rank held Alibaba as of Q1 2023.

Based on Wintrust Investments's 13F filing for Q1 2023, filed 9 May 2023.