Ownership history in Koss-Olinger Consulting, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Koss-Olinger Consulting, LLC reported a position in ALIBABA GROUP HLDG LTD (BABA). 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 Koss-Olinger Consulting, LLC underperformed the S&P 500 by β27.6% annually on this BABA position. Timing score: 67% (4/6 decisions correct). Average cost basis: $128.10. Maximum drawdown during holding period: β61.3%.
β Significantly underperformed the S&P 500 by 27.6% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $83.38 (2024 Q4) Β· Worst: $215.32 (2021 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 2 trims. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.12% 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