| Quarter | Score |
|---|---|
| 2022-Q3 | 78.3 |
| 2022-Q4 | 51.3 |
| 2023-Q1 | 51.5 |
| 2023-Q2 | 37.5 |
| 2023-Q3 | 50.4 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 64.6 |
| 2024-Q2 | 63.7 |
| 2024-Q3 | 66.6 |
| 2024-Q4 | 66.7 |
| 2025-Q1 | 71.5 |
| 2025-Q2 | 72.1 |
| 2025-Q3 | 71.2 |
| 2025-Q4 | 69.8 |
| 2026-Q1 | 68.2 |
| 2026-Q2 | 72.1 |
Funds reducing exposure or consensus momentum fading
Trading +21.5% above funds' purchase price — elevated pullback risk
1 of 18 tracked funds hold QQQ. Avg conviction: 0.0%. Net trimming. First tracked at $488.07 (current +21.5% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |