Ownership history in MCCARTER PRIVATE WEALTH SERVICES LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which MCCARTER PRIVATE WEALTH SERVICES LLC reported a position in META PLATFORMS INC (META). 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 MCCARTER PRIVATE WEALTH SERVICES LLC underperformed the S&P 500 by β1.0% annually on this META position. Timing score: 80% (4/5 decisions correct). Average cost basis: $575.07. Maximum drawdown during holding period: β10.4%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $569.69 (2024 Q3) Β· Worst: $736.36 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.27% 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