Ownership history in Edge Capital Group, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which Edge Capital Group, LLC reported a position in PIMCO ETF TR (MINT). 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 Edge Capital Group, LLC underperformed the S&P 500 by β15.5% annually on this MINT position. Timing score: 45% (9/20 decisions correct). Average cost basis: $84.69. Maximum drawdown during holding period: β2.3%.
β Significantly underperformed the S&P 500 by 15.5% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
9 of 20 add/trim decisions correct
Best entry: $81.35 (2018 Q4) Β· Worst: $93.90 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 10 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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