Ownership history in MACQUARIE GROUP LTD Β· 29 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in NEW COM (CDE). 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 MACQUARIE GROUP LTD outperformed the S&P 500 by +285.0% annually on this CDE position. Timing score: 43% (12/28 decisions correct). Average cost basis: $5.70. Maximum drawdown during holding period: β91.3%.
π₯ Exceptional β beat the S&P 500 by 285.0% per year on this position.
2 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 28 add/trim decisions correct
Best entry: $3.04 (2022 Q2) Β· Worst: $28.83 (2012 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
19 adds Β· 10 trims. Bought during 11 of 15 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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