GOOGL β€” ALPHABET INC

Ownership history in BCK Partners, Inc.  Β·  7 quarters on record

This page tracks every 13F SEC filing in which BCK Partners, Inc. reported a position in ALPHABET INC (GOOGL). 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.

πŸ” Peak position
1.06% (2022 Q1)
πŸ“Š Avg. % of fund
0.27%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
7

Position Intelligence

BCK Partners, Inc. Γ— GOOGL AI Analytics

πŸ“ˆ BCK Partners, Inc. outperformed the S&P 500 by +28.7% annually on this GOOGL position. Timing score: 40% (2/5 decisions correct). Average cost basis: $147.53. Maximum drawdown during holding period: –8.8%.

πŸ“ˆ Position Alpha vs SPY
+28.7%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 28.7% per year on this position.
6 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$147.53
+112.0% vs current ($312.78)

Best entry: $137.93 (2022 Q1)  Β·  Worst: $180.86 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–8.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
50%
buy-side decisions

3 adds Β· 3 trims. Bought during 0 of 1 down-price quarters. πŸ“ˆ More buys than sells across the holding period.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.16% of portfolio

⚠ 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.

% of Fund (quarterly)    GOOGL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 7 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 943 -52 -5.2% 0.16% $295K $312.78
2025 Q3 REDUCED 995 -515 -34.1% 0.13% $242K $242.77
2024 Q4 UNCHANGED 1,510 β€” 0% 0.18% $286K $188.43
2024 Q3 REDUCED 1,510 -55 -3.5% 0.12% $250K $164.90
2024 Q2 ADDED 1,565 +81 +5.5% 0.15% $285K $180.86
2024 Q1 ADDED 1,484 +982 +195.6% 0.12% $224K $149.69
2022 Q1 INITIATED 502 β€” β€” 1.06% $1.4M $137.93
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