Ownership history in MINOT CAPITAL, LP Β· 16 quarters on record
This page tracks every 13F SEC filing in which MINOT CAPITAL, LP reported a position in ISHARES TR (EFA). 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 MINOT CAPITAL, LP underperformed the S&P 500 by β10.7% annually on this EFA position. Timing score: 67% (2/3 decisions correct). Average cost basis: $64.20. Maximum drawdown during holding period: β27.2%.
β Significantly underperformed the S&P 500 by 10.7% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $62.46 (2020 Q4) Β· Worst: $70.54 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 1 trim. Bought during 0 of 6 down-price quarters. π More buys than sells across the holding period.
π MINOT CAPITAL, LP has been actively increasing its EFA allocation β a bullish signal from insiders.
Currently 7.6% 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