Ownership history in ACCOUNT MANAGEMENT LLC Β· 59 quarters on record
This page tracks every 13F SEC filing in which ACCOUNT MANAGEMENT LLC reported a position in Stock (EPD). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π ACCOUNT MANAGEMENT LLC underperformed the S&P 500 by β1.1% annually on this EPD position. Timing score: 40% (17/42 decisions correct). Average cost basis: $15.28. Maximum drawdown during holding period: β51.0%.
β οΈ Trailed SPY by 1.1% ann. on this position.
58 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
17 of 42 add/trim decisions correct
Best entry: $6.30 (2010 Q1) Β· Worst: $31.87 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
23 adds Β· 19 trims. Bought during 11 of 20 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 8.85% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size