Ownership history in Qube Research & Technologies Ltd Β· 17 quarters on record
This page tracks every 13F SEC filing in which Qube Research & Technologies Ltd reported a position in ISHARES TR (KSA). 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 Qube Research & Technologies Ltd underperformed the S&P 500 by β11.5% annually on this KSA position. Timing score: 60% (9/15 decisions correct). Average cost basis: $36.71. Maximum drawdown during holding period: β22.6%.
β Significantly underperformed the S&P 500 by 11.5% ann.
16 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
9 of 15 add/trim decisions correct
Best entry: $26.80 (2019 Q4) Β· Worst: $41.46 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 8 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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