Ownership history in BENJAMIN EDWARDS INC Β· 15 quarters on record
This page tracks every 13F SEC filing in which BENJAMIN EDWARDS INC reported a position in MGM RESORTS INTERNATIONAL (MGM). 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 BENJAMIN EDWARDS INC underperformed the S&P 500 by β17.2% annually on this MGM position. Timing score: 43% (6/14 decisions correct). Average cost basis: $40.59. Maximum drawdown during holding period: β35.5%.
β Significantly underperformed the S&P 500 by 17.2% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 14 add/trim decisions correct
Best entry: $29.72 (2022 Q3) Β· Worst: $47.21 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
7 adds Β· 8 trims. Bought during 2 of 7 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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