Ownership history in Gradient Investments LLC Β· 60 quarters on record
This page tracks every 13F SEC filing in which Gradient Investments LLC reported a position in GOOGLE INC CL A (GOOG). 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 Gradient Investments LLC outperformed the S&P 500 by +25.8% annually on this GOOG position. Timing score: 60% (35/58 decisions correct). Average cost basis: $115.45. Maximum drawdown during holding period: β38.7%.
π₯ Exceptional β beat the S&P 500 by 25.8% per year on this position.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
35 of 58 add/trim decisions correct
Best entry: $14.33 (2012 Q2) Β· Worst: $243.22 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
39 adds Β· 21 trims. Bought during 12 of 18 down-price quarters. π More buys than sells across the holding period.
π Gradient Investments LLC has been actively increasing its GOOG allocation β a bullish signal from insiders.
Currently 1.98% 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