Ownership history in GEODE CAPITAL MANAGEMENT, LLC Β· 46 quarters on record
This page tracks every 13F SEC filing in which GEODE CAPITAL MANAGEMENT, LLC reported a position in UTSTARCOM INC COM COM (UTSI). 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 GEODE CAPITAL MANAGEMENT, LLC underperformed the S&P 500 by β36.7% annually on this UTSI position. Timing score: 31% (9/29 decisions correct). Average cost basis: $119.38. Maximum drawdown during holding period: β99.4%.
β Significantly underperformed the S&P 500 by 36.7% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
9 of 29 add/trim decisions correct
Best entry: $9.48 (2009 Q1) Β· Worst: $381.60 (2003 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
18 adds Β· 11 trims. Bought during 7 of 24 down-price quarters. π More buys than sells across the holding period.
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