Ownership history in Empowered Funds, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which Empowered Funds, LLC reported a position in CBAK ENERGY TECHNOLOGY INC (CBAT). 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 Empowered Funds, LLC underperformed the S&P 500 by β21.5% annually on this CBAT position. Timing score: 30% (3/10 decisions correct). Average cost basis: $1.10. Maximum drawdown during holding period: β41.6%.
β Significantly underperformed the S&P 500 by 21.5% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $0.80 (2025 Q1) Β· Worst: $1.37 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
11 adds Β· 0 trims. Bought during 7 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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