Ownership history in HANTZ FINANCIAL SERVICES, INC. Β· 7 quarters on record
This page tracks every 13F SEC filing in which HANTZ FINANCIAL SERVICES, INC. reported a position in DANONE F (DANOY). 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 HANTZ FINANCIAL SERVICES, INC. outperformed the S&P 500 by +5.0% annually on this DANOY position. Timing score: 0% (0/5 decisions correct). Average cost basis: $14.22. Maximum drawdown during holding period: β8.3%.
π₯ Exceptional β beat the S&P 500 by 5.0% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 5 add/trim decisions correct
Best entry: $14.19 (2024 Q3) Β· Worst: $18.04 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 4 trims. Bought during 0 of 1 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