GOLF β€” ACUSHNET HLDGS CORP

Ownership history in Quantum Private Wealth, LLC  Β·  16 quarters on record

This page tracks every 13F SEC filing in which Quantum Private Wealth, LLC reported a position in ACUSHNET HLDGS CORP (GOLF). 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.

πŸ” Peak position
0.35% (2022 Q3)
πŸ“Š Avg. % of fund
0.3%
πŸ“… First filed
2022 Q1
πŸ“… Last filed
2025 Q4
⏱ Quarters held
16

Position Intelligence

Quantum Private Wealth, LLC Γ— GOLF AI Analytics

πŸ“ˆ Quantum Private Wealth, LLC outperformed the S&P 500 by +7.4% annually on this GOLF position. Timing score: 40% (2/5 decisions correct). Average cost basis: $38.10. Maximum drawdown during holding period: –3.4%.

πŸ“ˆ Position Alpha vs SPY
+7.4%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 7.4% per year on this position.
15 quarters analyzed

⏱️ Timing Score
40%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct

πŸ’° Entry Quality
$38.10
+109.0% vs current ($79.61)

Best entry: $38.10 (2022 Q1)  Β·  Worst: $38.10 (2022 Q1)

πŸ›‘οΈ Drawdown Resilience
–3.4%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
20%
buy-side decisions

1 add Β· 4 trims. Bought during 0 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.27% of portfolio

⚠ 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.

% of Fund (quarterly)    GOLF price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 11,683 β€” 0% 0.27% $933K $79.61
2025 Q3 UNCHANGED 11,683 β€” 0% 0.27% $917K $78.07
2025 Q2 UNCHANGED 11,683 β€” 0% 0.28% $851K $72.20
2025 Q1 UNCHANGED 11,683 β€” 0% 0.30% $802K $67.85
2024 Q4 UNCHANGED 11,683 β€” 0% 0.27% $830K $70.00
2024 Q3 UNCHANGED 11,683 β€” 0% 0.25% $745K $62.60
2024 Q2 REDUCED 11,683 -826 -6.6% 0.26% $742K $62.14
2024 Q1 UNCHANGED 12,509 β€” 0% 0.31% $825K $64.34
2023 Q4 REDUCED 12,509 -23 -0.2% 0.33% $790K $61.43
2023 Q3 UNCHANGED 12,532 β€” 0% 0.32% $665K $51.40
6 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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