Ownership history in MACQUARIE GROUP LTD Β· 45 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in AD COM (ING). 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 +0.7% annually on this ING position. Timing score: 37% (15/41 decisions correct). Average cost basis: $5.93. Maximum drawdown during holding period: β47.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
44 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 41 add/trim decisions correct
Best entry: $4.16 (2010 Q2) Β· Worst: $26.08 (2025 Q3)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
22 adds Β· 20 trims. Bought during 7 of 17 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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