Ownership history in Clear Harbor Asset Management, LLC Β· 61 quarters on record
This page tracks every 13F SEC filing in which Clear Harbor Asset Management, LLC reported a position in ROPER INDS INC NEW COM (ROP). 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 Clear Harbor Asset Management, LLC underperformed the S&P 500 by β18.6% annually on this ROP position. Timing score: 38% (23/60 decisions correct). Average cost basis: $86.51. Maximum drawdown during holding period: β26.6%.
β Significantly underperformed the S&P 500 by 18.6% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
23 of 60 add/trim decisions correct
Best entry: $69.87 (2010 Q4) Β· Worst: $472.90 (2023 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
8 adds Β· 53 trims. Bought during 2 of 23 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 5.78% 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