Ownership history in Dakota Wealth Management Β· 14 quarters on record
This page tracks every 13F SEC filing in which Dakota Wealth Management reported a position in FERRARI N V (RACE). 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 Dakota Wealth Management outperformed the S&P 500 by +14.9% annually on this RACE position. Timing score: 62% (8/13 decisions correct). Average cost basis: $322.79. Maximum drawdown during holding period: β9.6%.
π₯ Exceptional β beat the S&P 500 by 14.9% per year on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $179.58 (2022 Q2) Β· Worst: $466.39 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 4 trims. Bought during 2 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.01% 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