Ownership history in BURNEY CO/ Β· 11 quarters on record
This page tracks every 13F SEC filing in which BURNEY CO/ reported a position in ZOETIS INC (ZTS). 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 β24.1% annually on this ZTS position. Timing score: 70% (7/10 decisions correct). Average cost basis: $162.46. Maximum drawdown during holding period: β24.4%.
β Significantly underperformed the S&P 500 by 24.1% ann.
10 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct
Best entry: $154.23 (2025 Q2) Β· Worst: $192.05 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
7 adds Β· 4 trims. Bought during 3 of 4 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