Ownership history in Pathstone Holdings, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Pathstone Holdings, LLC reported a position in INTER PARFUMS INC (IPAR). 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 Pathstone Holdings, LLC underperformed the S&P 500 by β42.1% annually on this IPAR position. Timing score: 40% (2/5 decisions correct). Average cost basis: $116.40. Maximum drawdown during holding period: β27.3%.
β Significantly underperformed the S&P 500 by 42.1% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $96.59 (2025 Q3) Β· Worst: $127.96 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 3 trims. Bought during 2 of 2 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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