Ownership history in Whipplewood Advisors, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Whipplewood Advisors, LLC reported a position in Fred Alger Management LLC (ALAI). 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 Whipplewood Advisors, LLC outperformed the S&P 500 by +24.1% annually on this ALAI position. Timing score: 25% (1/4 decisions correct). Average cost basis: $30.46. Maximum drawdown during holding period: β12.7%.
π₯ Exceptional β beat the S&P 500 by 24.1% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $25.83 (2024 Q4) Β· Worst: $36.93 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 1 trim. Bought during 1 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Whipplewood Advisors, LLC has been actively increasing its ALAI allocation β a bullish signal from insiders.
Currently 1.13% 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.