Ownership history in ADVISORY RESEARCH INC Β· 37 quarters on record
This page tracks every 13F SEC filing in which ADVISORY RESEARCH INC reported a position in ALPHABET INC-CL A (GOOGL). 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 ADVISORY RESEARCH INC outperformed the S&P 500 by +11.7% annually on this GOOGL position. Timing score: 52% (17/33 decisions correct). Average cost basis: $171.38. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 11.7% per year on this position.
35 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 33 add/trim decisions correct
Best entry: $48.29 (2017 Q3) Β· Worst: $242.77 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 18 trims. Bought during 5 of 10 down-price quarters. π Predominantly trimming β distribution phase.
π ADVISORY RESEARCH INC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 3.57% 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