Ownership history in BARCLAYS PLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which BARCLAYS PLC reported a position in MONDAY COM LTD (MNDY). 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 BARCLAYS PLC underperformed the S&P 500 by β4.7% annually on this MNDY position. Timing score: 35% (7/20 decisions correct). Average cost basis: $183.40. Maximum drawdown during holding period: β53.1%.
β οΈ Trailed SPY by 4.7% ann. on this position.
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 20 add/trim decisions correct
Best entry: $113.34 (2022 Q3) Β· Worst: $314.48 (2025 Q2)
πͺ Held through 2 major drawdowns (>20%).
14 adds Β· 7 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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