Ownership history in MAI Capital Management Β· 4 quarters on record
This page tracks every 13F SEC filing in which MAI Capital Management reported a position in INSPIRE VETERINARY PARTNER (IVP). 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 MAI Capital Management underperformed the S&P 500 by β212.9% annually on this IVP position. Average cost basis: $1.71. Maximum drawdown during holding period: β97.1%.
β Significantly underperformed the S&P 500 by 212.9% ann.
3 quarters analyzed
Best entry: $1.71 (2025 Q1) Β· Worst: $1.71 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 0 trims. Bought during 0 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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