Ownership history in Clearstead Advisors, LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which Clearstead Advisors, LLC reported a position in COMMERCIAL VEH GROUP INC (CVGI). 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 Clearstead Advisors, LLC underperformed the S&P 500 by β2.8% annually on this CVGI position. Timing score: 73% (11/15 decisions correct). Average cost basis: $4.54. Maximum drawdown during holding period: β89.6%.
β οΈ Trailed SPY by 2.8% ann. on this position.
27 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
11 of 15 add/trim decisions correct
Best entry: $1.15 (2025 Q1) Β· Worst: $7.67 (2019 Q1)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
8 adds Β· 7 trims. Bought during 3 of 14 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