Ownership history in Diversified Enterprises, LLC Β· 6 quarters on record
This page tracks every 13F SEC filing in which Diversified Enterprises, LLC reported a position in SELECT SECTOR SPDR TR (XLC). 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 Diversified Enterprises, LLC outperformed the S&P 500 by +7.6% annually on this XLC position. Timing score: 80% (4/5 decisions correct). Average cost basis: $88.81. Maximum drawdown during holding period: β0.2%.
π₯ Exceptional β beat the S&P 500 by 7.6% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
4 of 5 add/trim decisions correct
Best entry: $88.80 (2024 Q3) Β· Worst: $95.27 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 4 trims. Bought during 1 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.92% 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