RS β€” RELIANCE STEEL & ALUMINUM CO

Ownership history in Candriam S.C.A.  Β·  13 quarters on record

This page tracks every 13F SEC filing in which Candriam S.C.A. reported a position in RELIANCE STEEL & ALUMINUM CO (RS). 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.

πŸ” Peak position
0.01% (2023 Q2)
πŸ“Š Avg. % of fund
0.01%
πŸ“… First filed
2014 Q4
πŸ“… Last filed
2025 Q3
⏱ Quarters held
13

Position Intelligence

Candriam S.C.A. Γ— RS AI Analytics

πŸ“ˆ Candriam S.C.A. outperformed the S&P 500 by +78.1% annually on this RS position. Timing score: 70% (7/10 decisions correct). Average cost basis: $54.31. Maximum drawdown during holding period: –18.5%.

πŸ“ˆ Position Alpha vs SPY
+78.1%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 78.1% per year on this position.
12 quarters analyzed

⏱️ Timing Score
70%

🎯 Smart timing β€” consistently buying dips and trimming near peaks.
7 of 10 add/trim decisions correct

πŸ’° Entry Quality
$54.31
+412.7% vs current ($278.44)

Best entry: $48.67 (2014 Q4)  Β·  Worst: $277.62 (2024 Q2)

πŸ›‘οΈ Drawdown Resilience
–18.5%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
40%
buy-side decisions

4 adds Β· 6 trims. Bought during 1 of 4 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    RS price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 1,876 β€” 0% 0.00% $527K $278.44
2025 Q2 UNCHANGED 1,876 β€” 0% 0.00% $589K $309.95
2025 Q1 REDUCED 1,876 -2,171 -53.6% 0.00% $542K $283.96
2024 Q4 UNCHANGED 4,047 β€” 0% 0.01% $1.1M $263.67
2024 Q3 REDUCED 4,047 -134 -3.2% 0.01% $1.2M $282.22
2024 Q2 ADDED 4,181 +221 +5.6% 0.01% $1.2M $277.62
2024 Q1 REDUCED 3,960 -420 -9.6% 0.01% $1.3M $323.66
2023 Q4 ADDED 4,380 +6 +0.1% 0.01% $1.2M $269.95
2023 Q3 REDUCED 4,374 -351 -7.4% 0.01% $1.1M $252.18
2023 Q2 REDUCED 4,725 -420 -8.2% 0.01% $1.3M $260.25
3 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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