Ownership history in BAILARD, INC. Β· 24 quarters on record
This page tracks every 13F SEC filing in which BAILARD, INC. reported a position in SPDR INDEX SHS FDS (EEMX). 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 BAILARD, INC. underperformed the S&P 500 by β7.3% annually on this EEMX position. Timing score: 41% (7/17 decisions correct). Average cost basis: $27.55. Maximum drawdown during holding period: β34.2%.
β Significantly underperformed the S&P 500 by 7.3% ann.
23 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 17 add/trim decisions correct
Best entry: $22.53 (2020 Q1) Β· Worst: $36.98 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 8 trims. Bought during 2 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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