Ownership history in Covestor Ltd Β· 9 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in AMERICAN WOODMARK CORP (AMWD). 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 Covestor Ltd underperformed the S&P 500 by β6.3% annually on this AMWD position. Timing score: 43% (3/7 decisions correct). Average cost basis: $100.62. Maximum drawdown during holding period: β47.5%.
β Significantly underperformed the S&P 500 by 6.3% ann.
8 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $52.07 (2023 Q1) Β· Worst: $101.66 (2024 Q1)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 3 trims. Bought during 0 of 3 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