Sequoia Financial Advisors, LLC ASR GRUPO AEROPORTUARIO DEL SURE

Ownership history in Sequoia Financial Advisors, LLC  ·  9 quarters on record

AI Ownership Summary

Sequoia Financial Advisors, LLC reported GRUPO AEROPORTUARIO DEL SURE (ASR) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. The latest visible filing shows ASR at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ASR ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Sequoia Financial Advisors, LLC's position in GRUPO AEROPORTUARIO DEL SURE, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

ASR was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Sequoia Financial Advisors, LLC held ASR — position size vs. price
% of Fund (quarterly)    ASR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED 791 -5 -0.6% 0.00% $243K 2026-07-17 $279.71
2026 Q1 ADDED 796 +12 +1.5% 0.00% $268K 2026-04-30 $300.15
2025 Q4 ADDED 784 +7 +0.9% 0.00% $254K 2026-02-03 $358.44
2025 Q3 REDUCED 777 -34 -4.2% 0.00% $251K 2025-10-29 $304.02
2025 Q2 ADDED 811 +98 +13.7% 0.00% $259K 2025-07-25 $297.90
2024 Q3 REDUCED 12.0% -8.2% 713 -97 -12.0% 0.00% $202K 2024-10-21 $253.61
2024 Q2 REDUCED 810 -3 -0.4% 0.00% $243K 2024-07-15 $281.73
2024 Q1 ADDED 813 +87 +12.0% 0.00% $259K 2024-04-30 $301.77
1 older quarter hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Sequoia Financial Advisors, LLC and ASR

These are the practical questions this page is built to answer before you even open the full history table.

How long has Sequoia Financial Advisors, LLC reported owning ASR?

Sequoia Financial Advisors, LLC reported ASR across 8 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported ASR position in Sequoia Financial Advisors, LLC's portfolio?

The largest reported portfolio weight for ASR was 0.00% in 2024 Q1.

What is the latest reported ASR position on this page?

The most recent filing on this page is 2026 Q2, when Sequoia Financial Advisors, LLC reported 791 shares, equal to 0.00% of portfolio, with an estimated market value of $243K.

What does the chart on this ASR ownership page compare?

The chart compares Sequoia Financial Advisors, LLC's quarterly ASR portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Sequoia Financial Advisors, LLC time their ASR position?

Based on 13F filing dates vs. subsequent ASR price moves, Sequoia Financial Advisors, LLC correctly timed 3 out of 8 reported position changes (38%). The annualised alpha on ASR relative to SPY over the holding period was -22.0%.

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