Ownership history in WD RUTHERFORD LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which WD RUTHERFORD LLC reported a position in Alphabet Inc. Class A (GOOGL). 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 WD RUTHERFORD LLC outperformed the S&P 500 by +16.3% annually on this GOOGL position. Timing score: 60% (12/20 decisions correct). Average cost basis: $96.74. Maximum drawdown during holding period: β39.1%.
π₯ Exceptional β beat the S&P 500 by 16.3% per year on this position.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 20 add/trim decisions correct
Best entry: $86.91 (2020 Q4) Β· Worst: $242.77 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
8 adds Β· 13 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π WD RUTHERFORD LLC has been actively increasing its GOOGL allocation β a bullish signal from insiders.
Currently 3.96% 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