Ownership history in Ariston Services Group Β· 9 quarters on record
This page tracks every 13F SEC filing in which Ariston Services Group reported a position in VANGUARD WORLD FDS (VPU). 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 Ariston Services Group outperformed the S&P 500 by +2.1% annually on this VPU position. Timing score: 29% (2/7 decisions correct). Average cost basis: $186.70. Maximum drawdown during holding period: β5.4%.
β
Outperformed SPY on this position by 2.1% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $167.28 (2025 Q1) Β· Worst: $188.03 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 6 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.96% 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