Ownership history in Clifford Group, LLC Β· 13 quarters on record
This page tracks every 13F SEC filing in which Clifford Group, LLC reported a position in MORGAN STANLEY (MS). 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 Clifford Group, LLC outperformed the S&P 500 by +10.9% annually on this MS position. Timing score: 36% (4/11 decisions correct). Average cost basis: $81.90. Maximum drawdown during holding period: β6.6%.
π₯ Exceptional β beat the S&P 500 by 10.9% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 11 add/trim decisions correct
Best entry: $78.03 (2023 Q2) Β· Worst: $88.75 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 9 trims. Bought during 1 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.73% 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