Ownership history in BCK Partners, Inc. Β· 21 quarters on record
This page tracks every 13F SEC filing in which BCK Partners, Inc. reported a position in APPLE INC (AAPL). 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 BCK Partners, Inc. outperformed the S&P 500 by +4.3% annually on this AAPL position. Timing score: 54% (7/13 decisions correct). Average cost basis: $167.02. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 4.3% ann.
20 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $118.97 (2021 Q1) Β· Worst: $209.00 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 6 trims. Bought during 5 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.58% 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