Ownership history in MACQUARIE GROUP LTD Β· 40 quarters on record
This page tracks every 13F SEC filing in which MACQUARIE GROUP LTD reported a position in WACHOVIA CORP COM (WB). 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 β17.9% annually on this WB position. Timing score: 34% (12/35 decisions correct). Average cost basis: $34.93. Maximum drawdown during holding period: β92.5%.
β Significantly underperformed the S&P 500 by 17.9% ann.
35 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 35 add/trim decisions correct
Best entry: $7.39 (2024 Q1) Β· Worst: $55.92 (2018 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 20 trims. Bought during 9 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 0.02% 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