Ownership history in Corient Private Wealth LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Corient Private Wealth LLC reported a position in HAIN CELESTIAL GROUP INC (HAIN). 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 Corient Private Wealth LLC underperformed the S&P 500 by β180.5% annually on this HAIN position. Timing score: 50% (2/4 decisions correct). Average cost basis: $8.30. Maximum drawdown during holding period: β85.6%.
β Significantly underperformed the S&P 500 by 180.5% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $4.15 (2025 Q1) Β· Worst: $10.95 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 3 trims. Bought during 1 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 0.0% 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