Ownership history in FDx Advisors, Inc. Β· 17 quarters on record
This page tracks every 13F SEC filing in which FDx Advisors, Inc. reported a position in UBER TECHNOLOGIES INC COM ADDED (UBER). 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 FDx Advisors, Inc. outperformed the S&P 500 by +31.3% annually on this UBER position. Timing score: 27% (4/15 decisions correct). Average cost basis: $29.52. Maximum drawdown during holding period: β62.5%.
π₯ Exceptional β beat the S&P 500 by 31.3% per year on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 15 add/trim decisions correct
Best entry: $27.92 (2020 Q1) Β· Worst: $97.97 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 9 trims. Bought during 4 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.07% 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