Ownership history in Biechele Royce Advisors Β· 28 quarters on record
This page tracks every 13F SEC filing in which Biechele Royce Advisors reported a position in AVERY DENNISON CORP (AVY). 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 Biechele Royce Advisors outperformed the S&P 500 by +0.4% annually on this AVY position. Timing score: 38% (10/26 decisions correct). Average cost basis: $169.55. Maximum drawdown during holding period: β24.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
26 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
10 of 26 add/trim decisions correct
Best entry: $163.34 (2023 Q2) Β· Worst: $193.72 (2021 Q2)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 25 trims. Bought during 1 of 10 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.63% 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