Ownership history in Ellevest, Inc. Β· 20 quarters on record
This page tracks every 13F SEC filing in which Ellevest, Inc. reported a position in SKYWORKS SOLUTIONS INC COM (SWKS). 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 Ellevest, Inc. underperformed the S&P 500 by β20.4% annually on this SWKS position. Timing score: 74% (14/19 decisions correct). Average cost basis: $84.42. Maximum drawdown during holding period: β63.0%.
β Significantly underperformed the S&P 500 by 20.4% ann.
19 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
14 of 19 add/trim decisions correct
Best entry: $61.93 (2025 Q1) Β· Worst: $132.75 (2020 Q4)
πͺ Held through 2 major drawdowns (>20%).
8 adds Β· 12 trims. Bought during 3 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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