Ownership history in Unisphere Establishment Β· 9 quarters on record
This page tracks every 13F SEC filing in which Unisphere Establishment reported a position in BLACKROCK INC (BLK). 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 Unisphere Establishment outperformed the S&P 500 by +1.8% annually on this BLK position. Timing score: 67% (2/3 decisions correct). Average cost basis: $927.37. Maximum drawdown during holding period: β7.7%.
β
Outperformed SPY on this position by 1.8% ann.
7 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
2 of 3 add/trim decisions correct
Best entry: $927.37 (2025 Q1) Β· Worst: $927.37 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 1 of 3 down-price quarters. π More buys than sells across the holding period.
π Unisphere Establishment has been actively increasing its BLK allocation β a bullish signal from insiders.
Currently 6.6% 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