Ownership history in S&CO INC Β· 41 quarters on record
This page tracks every 13F SEC filing in which S&CO INC reported a position in ALPHABET INC CL A (GOOGL). 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 S&CO INC outperformed the S&P 500 by +10.9% annually on this GOOGL position. Timing score: 58% (18/31 decisions correct). Average cost basis: $91.52. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 10.9% per year on this position.
40 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
18 of 31 add/trim decisions correct
Best entry: $31.66 (2015 Q3) Β· Worst: $242.77 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 12 trims. Bought during 9 of 13 down-price quarters. π More buys than sells across the holding period.
π S&CO INC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 1.85% 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