EQIX β€” EQUINIX INC

Ownership history in First Personal Financial Services  Β·  40 quarters on record

This page tracks every 13F SEC filing in which First Personal Financial Services reported a position in EQUINIX INC (EQIX). 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.

πŸ” Peak position
1.83% (2023 Q4)
πŸ“Š Avg. % of fund
0.85%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2024 Q3
⏱ Quarters held
40

Position Intelligence

First Personal Financial Services Γ— EQIX AI Analytics

πŸ“ˆ First Personal Financial Services outperformed the S&P 500 by +5.0% annually on this EQIX position. Timing score: 45% (17/38 decisions correct). Average cost basis: $484.32. Maximum drawdown during holding period: –31.8%.

πŸ“ˆ Position Alpha vs SPY
+5.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 5.0% per year on this position.
39 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
17 of 38 add/trim decisions correct

πŸ’° Entry Quality
$484.32
+77.4% vs current ($858.95)

Best entry: $174.15 (2014 Q4)  Β·  Worst: $790.31 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–31.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
49%
buy-side decisions

19 adds Β· 20 trims. Bought during 9 of 12 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 1.79% of portfolio

⚠ 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.

% of Fund (quarterly)    EQIX price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 9,546 -165 -1.7% 1.79% $8.5M $858.95
2024 Q2 ADDED 9,711 +281 +3.0% 1.66% $7.3M $728.40
2024 Q1 ADDED 9,430 +72 +0.8% 1.81% $7.8M $790.31
2023 Q4 ADDED 9,358 +12 +0.1% 1.83% $7.5M $767.47
2023 Q3 ADDED 9,346 +80 +0.9% 1.77% $6.8M $688.20
2023 Q2 ADDED 9,266 +104 +1.1% 1.80% $7.3M $739.46
2023 Q1 ADDED 9,162 +340 +3.9% 1.71% $6.6M $676.94
2022 Q4 REDUCED 8,822 -151 -1.7% 1.57% $5.8M $612.00
2022 Q3 ADDED 8,973 +186 +2.1% 1.48% $5.1M $528.89
2022 Q2 ADDED 8,787 +105 +1.2% 1.62% $5.8M $608.23
30 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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