Ownership history in Moors & Cabot, Inc. Β· 50 quarters on record
This page tracks every 13F SEC filing in which Moors & Cabot, Inc. reported a position in VISA INC (V). 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 Moors & Cabot, Inc. outperformed the S&P 500 by +4.8% annually on this V position. Timing score: 60% (29/48 decisions correct). Average cost basis: $190.08. Maximum drawdown during holding period: β23.4%.
β
Outperformed SPY on this position by 4.8% ann.
49 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
29 of 48 add/trim decisions correct
Best entry: $48.48 (2014 Q2) Β· Worst: $353.00 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
33 adds Β· 16 trims. Bought during 9 of 15 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.07% 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