Wunderlich Capital Managemnt’s Alibaba BABA Stock Holding History

Wunderlich Capital Managemnt’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 Q3	–	Sell	-11,896	Closed	-$2.7M	–	90
2021 Q2	$2.7M	Sell	11,896 -23	-0.2%	-$5.11K	1.37%	32
2021 Q1	$2.7M	Sell	11,919 -1,614	-12%	-$396K	1.48%	26
2020 Q4	$3.15M	Sell	13,533 -158	-1%	-$43.9K	1.74%	13
2020 Q3	$4.03M	Sell	13,691 -160	-1%	-$42.2K	2.49%	7
2020 Q2	$2.99M	Sell	13,851 -322	-2%	-$67.1K	2.1%	11
2020 Q1	$2.76M	Buy	14,173 +871	+7%	+$182K	2.27%	8
2019 Q4	$2.82M	Sell	13,302 -88	-0.7%	-$16.5K	1.78%	10
2019 Q3	$2.24M	Buy	13,390 +119	+0.9%	+$20.4K	1.54%	15
2019 Q2	$2.25M	Buy	13,271 +129	+1%	+$22.3K	1.49%	16
2019 Q1	$2.4M	Buy	13,142 +2,209	+20%	+$372K	1.67%	8
2018 Q4	$1.8M	Hold	10,933	–	–	1.38%	23
2018 Q3	$1.8M	Buy	10,933 +1,680	+18%	+$297K	1.28%	34
2018 Q2	$1.72M	Buy	9,253 +106	+1%	+$20.2K	1.19%	36
2018 Q1	$1.68M	Buy	+9,147	New	+$1.72M	1.15%	35
2015 Q4	–	Sell	-15,273	Closed	-$901K	–	94
2015 Q3	$901K	Buy	+15,273	New	+$1.11M	0.83%	66

Other funds holding BABA

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

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

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

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

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

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Wunderlich Capital Managemnt's BABA Position: Q3 2021 in Review

Wunderlich Capital Managemnt sold out of Alibaba (BABA) in Q3 2021, closing a stake of 11,896 shares — an estimated $2.7M sold.

Wunderlich Capital Managemnt first reported a position in BABA in Q3 2015 and held it in 15 quarters. The position peaked at $4.03M in Q3 2020. 1,538 funds tracked by Wall St. Rank hold BABA as of Q3 2021.

Wunderlich Capital Managemnt reported no remaining Alibaba position as of Q3 2021 after selling out during the quarter.
Wunderlich Capital Managemnt sold 11,896 Alibaba shares in Q3 2021, an estimated $2.7M.
Wunderlich Capital Managemnt first reported a position in Alibaba in Q3 2015 and held it in 15 quarters.
Wunderlich Capital Managemnt's Alibaba position peaked at $4.03M in Q3 2020.
1,538 funds tracked by Wall St. Rank held Alibaba as of Q3 2021.

Based on Wunderlich Capital Managemnt's 13F filing for Q3 2021, filed 15 Nov 2021.