Ownership history in Edgestream Partners, L.P. Β· 35 quarters on record
This page tracks every 13F SEC filing in which Edgestream Partners, L.P. reported a position in SHERWIN WILLIAMS CO (SHW). 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 Edgestream Partners, L.P. outperformed the S&P 500 by +6.7% annually on this SHW position. Timing score: 44% (15/34 decisions correct). Average cost basis: $207.13. Maximum drawdown during holding period: β41.4%.
π₯ Exceptional β beat the S&P 500 by 6.7% per year on this position.
34 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
15 of 34 add/trim decisions correct
Best entry: $61.78 (2014 Q2) Β· Worst: $376.77 (2024 Q3)
πͺ Held through 2 major drawdowns (>20%).
21 adds Β· 14 trims. Bought during 6 of 11 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.12% 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