Ownership history in Unisphere Establishment Β· 8 quarters on record
This page tracks every 13F SEC filing in which Unisphere Establishment reported a position in SELECT SECTOR SPDR TR (XLE). 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 underperformed the S&P 500 by β17.8% annually on this XLE position. Timing score: 0% (0/5 decisions correct). Average cost basis: $42.57. Maximum drawdown during holding period: β8.5%.
β Significantly underperformed the S&P 500 by 17.8% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 5 add/trim decisions correct
Best entry: $41.85 (2024 Q3) Β· Worst: $44.28 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 2 trims. Bought during 2 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.14% 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