Ownership history in New Perspectives, Inc Β· 11 quarters on record
This page tracks every 13F SEC filing in which New Perspectives, Inc reported a position in APPLE INC (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 New Perspectives, Inc outperformed the S&P 500 by +3.8% annually on this AAPL position. Timing score: 44% (4/9 decisions correct). Average cost basis: $174.06. Maximum drawdown during holding period: β26.4%.
β
Outperformed SPY on this position by 3.8% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 9 add/trim decisions correct
Best entry: $169.93 (2024 Q1) Β· Worst: $249.06 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 3 trims. Bought during 1 of 4 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 1.05% 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