Ownership history in LYELL WEALTH MANAGEMENT, LP Β· 36 quarters on record
This page tracks every 13F SEC filing in which LYELL WEALTH MANAGEMENT, LP reported a position in Visa Inc (V). 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 LYELL WEALTH MANAGEMENT, LP outperformed the S&P 500 by +2.9% annually on this V position. Timing score: 66% (23/35 decisions correct). Average cost basis: $169.99. Maximum drawdown during holding period: β23.4%.
β
Outperformed SPY on this position by 2.9% ann.
35 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 35 add/trim decisions correct
Best entry: $83.47 (2017 Q1) Β· Worst: $353.00 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
31 adds Β· 5 trims. Bought during 8 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.38% 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