Ownership history in Bruce & Co., Inc. Β· 46 quarters on record
This page tracks every 13F SEC filing in which Bruce & Co., Inc. reported a position in Avista (AVA). 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 Bruce & Co., Inc. underperformed the S&P 500 by β5.8% annually on this AVA position. Timing score: 62% (5/8 decisions correct). Average cost basis: $20.65. Maximum drawdown during holding period: β29.8%.
β Significantly underperformed the S&P 500 by 5.8% ann.
45 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
5 of 8 add/trim decisions correct
Best entry: $19.17 (2014 Q3) Β· Worst: $23.33 (2015 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
4 adds Β· 4 trims. Bought during 1 of 21 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.41% 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