Ownership history in Eos Management, L.P. Β· 52 quarters on record
This page tracks every 13F SEC filing in which Eos Management, L.P. reported a position in APPLE INC COM (AAPL). 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 Eos Management, L.P. outperformed the S&P 500 by +15.3% annually on this AAPL position. Timing score: 56% (5/9 decisions correct). Average cost basis: $91.98. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 15.3% per year on this position.
50 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 9 add/trim decisions correct
Best entry: $20.39 (2014 Q2) Β· Worst: $112.44 (2020 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
3 adds Β· 7 trims. Bought during 0 of 15 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.71% 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