Ownership history in Fiera Capital Corp Β· 22 quarters on record
This page tracks every 13F SEC filing in which Fiera Capital Corp reported a position in ROPER INDS INC NEW COM (ROP). 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 Fiera Capital Corp underperformed the S&P 500 by β0.4% annually on this ROP position. Timing score: 44% (8/18 decisions correct). Average cost basis: $373.23. Maximum drawdown during holding period: β15.2%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
20 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
8 of 18 add/trim decisions correct
Best entry: $220.05 (2017 Q2) Β· Worst: $563.92 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 8 trims. Bought during 5 of 7 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