Ownership history in HT Partners LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which HT Partners LLC reported a position in ISHARES TR (EFA). 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 HT Partners LLC underperformed the S&P 500 by β5.8% annually on this EFA position. Timing score: 38% (10/26 decisions correct). Average cost basis: $45.18. Maximum drawdown during holding period: β27.2%.
β Significantly underperformed the S&P 500 by 5.8% ann.
28 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 26 add/trim decisions correct
Best entry: $44.69 (2020 Q1) Β· Worst: $70.54 (2023 Q4)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 23 trims. Bought during 2 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 13.0% 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