Ownership history in MACQUARIE GROUP LTD Β· 42 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in A Common Stock (SAH). 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 +11.9% annually on this SAH position. Timing score: 52% (13/25 decisions correct). Average cost basis: $41.57. Maximum drawdown during holding period: β57.4%.
π₯ Exceptional β beat the S&P 500 by 11.9% per year on this position.
41 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
13 of 25 add/trim decisions correct
Best entry: $8.94 (2011 Q3) Β· Worst: $78.59 (2025 Q2)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
17 adds Β· 9 trims. Bought during 6 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 0.07% 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