Ownership history in BROWN ADVISORY INC Β· 5 quarters on record
This page tracks every 13F SEC filing in which BROWN ADVISORY INC reported a position in ADVISORS INNER CIRCLE FD III (BAFE). 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 BROWN ADVISORY INC underperformed the S&P 500 by β7.4% annually on this BAFE position. Timing score: 75% (3/4 decisions correct). Average cost basis: $25.20. Maximum drawdown during holding period: β3.5%.
β Significantly underperformed the S&P 500 by 7.4% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $24.02 (2025 Q1) Β· Worst: $27.32 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π BROWN ADVISORY INC has been actively increasing its BAFE allocation β a bullish signal from insiders.
Currently 2.08% 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