Ownership history in BURNEY CO/ Β· 31 quarters on record
This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in GEN MILLS (GIS). 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 BURNEY CO/ underperformed the S&P 500 by β16.6% annually on this GIS position. Timing score: 48% (14/29 decisions correct). Average cost basis: $42.72. Maximum drawdown during holding period: β35.4%.
β Significantly underperformed the S&P 500 by 16.6% ann.
29 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
14 of 29 add/trim decisions correct
Best entry: $32.71 (2018 Q3) Β· Worst: $75.96 (2023 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
16 adds Β· 15 trims. Bought during 4 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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