Ownership history in MARSHALL WACE, LLP Β· 88 quarters on record
This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in D APPLE COMPUTER INC COM COMMON STOCK (AAPL). 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 MARSHALL WACE, LLP outperformed the S&P 500 by +27.5% annually on this AAPL position. Timing score: 62% (54/87 decisions correct). Average cost basis: $195.75. Maximum drawdown during holding period: β29.9%.
π₯ Exceptional β beat the S&P 500 by 27.5% per year on this position.
87 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
54 of 87 add/trim decisions correct
Best entry: $0.96 (2004 Q4) Β· Worst: $271.61 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
52 adds Β· 36 trims. Bought during 2 of 15 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.65% 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