Ownership history in Fiera Capital Corp Β· 14 quarters on record
This page tracks every 13F SEC filing in which Fiera Capital Corp reported a position in RAYTHEON TECHNOLOGIES CORP (RTX). 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 outperformed the S&P 500 by +11.4% annually on this RTX position. Timing score: 11% (1/9 decisions correct). Average cost basis: $66.72. Maximum drawdown during holding period: β16.4%.
π₯ Exceptional β beat the S&P 500 by 11.4% per year on this position.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 9 add/trim decisions correct
Best entry: $53.96 (2020 Q2) Β· Worst: $91.73 (2023 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 6 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
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