Zuckerman Investment Group’s Alibaba BABA Stock Holding History

Zuckerman Investment 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
2026 Q1	–	Sell	-1,386	Closed	-$203K	–	138
2025 Q4	$203K	Sell	1,386 -80	-5%	-$13K	0.02%	133
2025 Q3	$262K	Sell	1,466 -420	-22%	-$55K	0.02%	134
2025 Q2	$214K	Buy	1,886 +23	+1%	+$2.72K	0.02%	144
2025 Q1	$246K	Buy	+1,863	New	+$215K	0.03%	143
2022 Q3	–	Sell	-3,036	Closed	-$345K	–	120
2022 Q2	$345K	Buy	3,036 +935	+45%	+$91.7K	0.06%	82
2022 Q1	$229K	Sell	2,101 -3	-0.1%	-$346	0.04%	101
2021 Q4	$250K	Sell	2,104 -25,585	-92%	-$3.73M	0.04%	103
2021 Q3	$4.1M	Sell	27,689 -4,133	-13%	-$752K	0.68%	49
2021 Q2	$7.22M	Buy	+31,822	New	+$7.07M	1.14%	37

Other funds holding BABA

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Primecap Management

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

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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

HSBC Holdings London, United Kingdom $168B AUM 27.2% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Bank of America

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