Ownership history in Sachetta, LLC Β· 9 quarters on record
This page tracks every 13F SEC filing in which Sachetta, LLC 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 Sachetta, LLC outperformed the S&P 500 by +13.6% annually on this AAPL position. Timing score: 67% (4/6 decisions correct). Average cost basis: $220.06. Maximum drawdown during holding period: β17.9%.
π₯ Exceptional β beat the S&P 500 by 13.6% per year on this position.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $209.00 (2024 Q2) Β· Worst: $231.48 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 5 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.74% 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