Ownership history in David J Yvars Group Β· 12 quarters on record
This page tracks every 13F SEC filing in which David J Yvars Group reported a position in SPOTIFY TECHNOLOGY S A (SPOT). 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 David J Yvars Group outperformed the S&P 500 by +42.0% annually on this SPOT position. Timing score: 45% (5/11 decisions correct). Average cost basis: $142.81. Maximum drawdown during holding period: β24.3%.
π₯ Exceptional β beat the S&P 500 by 42.0% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 11 add/trim decisions correct
Best entry: $133.62 (2023 Q1) Β· Worst: $263.90 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 8 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.38% 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