Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in SUNRISE NEW ENERGY CO LTD (EPOW). 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 COMMONWEALTH EQUITY SERVICES, LLC outperformed the S&P 500 by +42.3% annually on this EPOW position. Timing score: 67% (2/3 decisions correct). Maximum drawdown during holding period: β17.3%.
π₯ Exceptional β beat the S&P 500 by 42.3% per year on this position.
5 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 4 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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