Ownership history in SIMON QUICK ADVISORS, LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in EA SERIES TRUST (BOXX). 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 SIMON QUICK ADVISORS, LLC underperformed the S&P 500 by β13.7% annually on this BOXX position. Timing score: 40% (2/5 decisions correct). Average cost basis: $111.35. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 13.7% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $110.28 (2024 Q4) Β· Worst: $111.49 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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.