Ownership history in Alpine Global Management, LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Alpine Global Management, LLC reported a position in ISHARES TR (IGV). 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 Alpine Global Management, LLC outperformed the S&P 500 by +32.4% annually on this IGV position. Timing score: 57% (4/7 decisions correct). Average cost basis: $37.41. Maximum drawdown during holding period: β2.0%.
π₯ Exceptional β beat the S&P 500 by 32.4% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 7 add/trim decisions correct
Best entry: $25.08 (2017 Q1) Β· Worst: $81.13 (2023 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 1 of 1 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.04% 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.