Ownership history in Essex LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Essex LLC reported a position in VANGUARD SCOTTSDALE FDS (VCSH). 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 Essex LLC underperformed the S&P 500 by β11.0% annually on this VCSH position. Timing score: 62% (10/16 decisions correct). Average cost basis: $67.78. Maximum drawdown during holding period: β8.1%.
β Significantly underperformed the S&P 500 by 11.0% ann.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
10 of 16 add/trim decisions correct
Best entry: $65.21 (2022 Q3) Β· Worst: $76.93 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 6 trims. Bought during 3 of 5 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 3.28% 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.