1620 INVESTMENT ADVISORS, INC. ALEX — Alexander & Baldwin

Ownership history in 1620 INVESTMENT ADVISORS, INC.  ·  16 quarters on record

AI Ownership Summary

1620 INVESTMENT ADVISORS, INC. reported Alexander & Baldwin (ALEX) in 16 quarterly 13F filings from 2024 Q2 through 2025 Q4. Peak portfolio weight reached 0.29% in 2025 Q4. The latest visible filing shows ALEX at 0.29% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALEX ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was 1620 INVESTMENT ADVISORS, INC.'s position in Alexander & Baldwin, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

ALEX was reported at 0.29% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.29% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How 1620 INVESTMENT ADVISORS, INC. held ALEX — position size vs. price
% of Fund (quarterly)
📋 Quarterly Holdings History 7 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED — — — 21,045 -805 -3.7% 0.29% $434K 2026-02-05 $20.76
2025 Q3 ADDED — — — 21,850 +637 +3.0% 0.27% $397K 2025-10-07 $16.97
2025 Q2 REDUCED — — — 21,213 -119 -0.6% 0.27% $378K 2025-08-07 $17.65
2025 Q1 ADDED — — — 21,332 +395 +1.9% 0.28% $368K 2025-05-14 $16.65
2024 Q4 ADDED — — — 20,937 +879 +4.4% 0.28% $371K 2025-02-11 $17.02
2024 Q3 ADDED — — — 20,058 +75 +0.4% 0.28% $385K 2024-10-25 $17.53
2024 Q2 ADDED — — — 19,983 +223 +1.1% 0.26% $339K 2024-07-23 $17.13
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding ALEX

As of 2026 Q2 — sorted by position size

EntryPoint Capital, LLC 0.15% Jump Financial, LLC 3Y 0.01%

FAQ About 1620 INVESTMENT ADVISORS, INC. and ALEX

These are the practical questions this page is built to answer before you even open the full history table.

How long has 1620 INVESTMENT ADVISORS, INC. reported owning ALEX?

1620 INVESTMENT ADVISORS, INC. reported ALEX across 7 quarterly 13F filings, from 2024 Q2 through 2025 Q4.

What was the largest reported ALEX position in 1620 INVESTMENT ADVISORS, INC.'s portfolio?

The largest reported portfolio weight for ALEX was 0.29% in 2025 Q4.

What is the latest reported ALEX position on this page?

The most recent filing on this page is 2025 Q4, when 1620 INVESTMENT ADVISORS, INC. reported 21,045 shares, equal to 0.29% of portfolio, with an estimated market value of $434K.

What does the chart on this ALEX ownership page compare?

The chart compares 1620 INVESTMENT ADVISORS, INC.'s quarterly ALEX portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did 1620 INVESTMENT ADVISORS, INC. time their ALEX position?

Based on 13F filing dates vs. subsequent ALEX price moves, 1620 INVESTMENT ADVISORS, INC. correctly timed 7 out of 15 reported position changes (47%). The annualised alpha on ALEX relative to SPY over the holding period was -10.3%.

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