Ownership history in Baker Chad R Β· 6 quarters on record
This page tracks every 13F SEC filing in which Baker Chad R reported a position in UL SOLUTIONS INC (ULS). 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 Baker Chad R outperformed the S&P 500 by +26.6% annually on this ULS position. Timing score: 100% (4/4 decisions correct). Average cost basis: $51.30. Maximum drawdown during holding period: β2.5%.
π₯ Exceptional β beat the S&P 500 by 26.6% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 4 add/trim decisions correct
Best entry: $48.72 (2024 Q3) Β· Worst: $78.72 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Baker Chad R has been actively increasing its ULS allocation β a bullish signal from insiders.
Currently 2.39% 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