Ownership history in FORA Capital, LLC Β· 11 quarters on record
This page tracks every 13F SEC filing in which FORA Capital, LLC reported a position in AVERY DENNISON CORPORATION CMN (AVY). 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 FORA Capital, LLC underperformed the S&P 500 by β16.6% annually on this AVY position. Timing score: 30% (3/10 decisions correct). Average cost basis: $157.44. Maximum drawdown during holding period: β24.0%.
β Significantly underperformed the S&P 500 by 16.6% ann.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 10 add/trim decisions correct
Best entry: $117.47 (2019 Q4) Β· Worst: $211.26 (2024 Q2)
πͺ Held through 2 major drawdowns (>20%).
5 adds Β· 6 trims. Bought during 2 of 6 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% 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