Ownership history in MACQUARIE GROUP LTD Β· 39 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in FINANCIAL CORP Common Stock (FAF). 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 underperformed the S&P 500 by β2.4% annually on this FAF position. Timing score: 50% (17/34 decisions correct). Average cost basis: $49.28. Maximum drawdown during holding period: β39.5%.
β οΈ Trailed SPY by 2.4% ann. on this position.
37 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
17 of 34 add/trim decisions correct
Best entry: $15.93 (2012 Q4) Β· Worst: $59.87 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
13 adds Β· 23 trims. Bought during 5 of 13 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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