Ownership history in EdgeRock Capital LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which EdgeRock Capital LLC reported a position in ALPHABET INC (GOOGL). 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 EdgeRock Capital LLC outperformed the S&P 500 by +16.8% annually on this GOOGL position. Timing score: 69% (9/13 decisions correct). Average cost basis: $161.22. Maximum drawdown during holding period: β19.0%.
π₯ Exceptional β beat the S&P 500 by 16.8% per year on this position.
14 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 13 add/trim decisions correct
Best entry: $87.51 (2022 Q4) Β· Worst: $312.78 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
13 adds Β· 1 trim. Bought during 3 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.03% 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