Ownership history in Georgetown University Β· 21 quarters on record
This page tracks every 13F SEC filing in which Georgetown University reported a position in APPLE INC (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 Georgetown University outperformed the S&P 500 by +21.2% annually on this AAPL position. Timing score: 68% (13/19 decisions correct). Average cost basis: $114.78. Maximum drawdown during holding period: β26.4%.
π₯ Exceptional β beat the S&P 500 by 21.2% per year on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 19 add/trim decisions correct
Best entry: $53.83 (2019 Q3) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 1 trim. Bought during 7 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Georgetown University has been actively increasing its AAPL allocation β a bullish signal from insiders.
Currently 6.77% 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