Ownership history in CWM, LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which CWM, LLC reported a position in CUSHMAN WAKEFIELD PLC (CWK). 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 CWM, LLC underperformed the S&P 500 by β16.0% annually on this CWK position. Timing score: 40% (6/15 decisions correct). Average cost basis: $11.73. Maximum drawdown during holding period: β62.8%.
β Significantly underperformed the S&P 500 by 16.0% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
6 of 15 add/trim decisions correct
Best entry: $8.18 (2023 Q2) Β· Worst: $15.92 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 6 trims. Bought during 5 of 9 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