ADI β€” ANALOG DEVICES INC

Ownership history in INVESCO, LLC  Β·  11 quarters on record

This page tracks every 13F SEC filing in which INVESCO, LLC reported a position in ANALOG DEVICES INC (ADI). 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
1.47% (2025 Q4)
πŸ“Š Avg. % of fund
0.65%
πŸ“… First filed
2023 Q2
πŸ“… Last filed
2025 Q4
⏱ Quarters held
11

Position Intelligence

INVESCO, LLC Γ— ADI AI Analytics

πŸ“‰ INVESCO, LLC underperformed the S&P 500 by –2.5% annually on this ADI position. Timing score: 50% (5/10 decisions correct). Average cost basis: $198.55. Maximum drawdown during holding period: –11.6%.

πŸ“ˆ Position Alpha vs SPY
-2.5%
annualised excess return

⚠️ Trailed SPY by 2.5% ann. on this position.
10 quarters analyzed

⏱️ Timing Score
50%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct

πŸ’° Entry Quality
$198.55
+36.2% vs current ($270.35)

Best entry: $168.06 (2023 Q3)  Β·  Worst: $244.07 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–11.6%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
73%
buy-side decisions

8 adds Β· 3 trims. Bought during 3 of 3 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ INVESCO, LLC has been actively increasing its ADI allocation β€” a bullish signal from insiders.
Currently 1.47% 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)    ADI price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 16,127 -624 -3.7% 1.47% $4.4M $270.35
2025 Q3 ADDED 16,751 +387 +2.4% 1.39% $4.1M $244.07
2025 Q2 REDUCED 16,364 -1,070 -6.1% 1.45% $3.9M $235.51
2025 Q1 ADDED 17,434 +13,915 +395.4% 1.44% $3.5M $198.64
2024 Q4 ADDED 3,519 +772 +28.1% 0.30% $748K $208.36
2024 Q3 ADDED 2,747 +93 +3.5% 0.25% $632K $224.78
2024 Q2 REDUCED 2,654 -60 -2.2% 0.25% $606K $222.04
2024 Q1 ADDED 2,714 +1,380 +103.4% 0.23% $537K $191.64
2023 Q4 ADDED 1,334 +28 +2.1% 0.12% $265K $191.48
2023 Q3 ADDED 1,306 +161 +14.1% 0.12% $229K $168.06
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