Ownership history in Berkeley Capital Partners, LLC Β· 40 quarters on record
This page tracks every 13F SEC filing in which Berkeley Capital Partners, LLC 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.
π Berkeley Capital Partners, LLC outperformed the S&P 500 by +10.1% annually on this GOOGL position. Timing score: 57% (21/37 decisions correct). Average cost basis: $115.71. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 10.1% per year on this position.
39 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
21 of 37 add/trim decisions correct
Best entry: $34.89 (2016 Q2) Β· Worst: $312.78 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
26 adds Β· 12 trims. Bought during 9 of 12 down-price quarters. π More buys than sells across the holding period.
π Berkeley Capital Partners, LLC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 0.66% 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