Ownership history in SIMON QUICK ADVISORS, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which SIMON QUICK ADVISORS, LLC reported a position in GOLDMAN SACHS ETF TR (GSLC). 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 β0.8% annually on this GSLC position. Timing score: 33% (1/3 decisions correct). Average cost basis: $117.37. Maximum drawdown during holding period: β4.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $113.95 (2024 Q4) Β· Worst: $120.78 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 1 trim. Bought during 0 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
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