Ownership history in HC Advisors, LLC Β· 24 quarters on record
This page tracks every 13F SEC filing in which HC Advisors, LLC reported a position in Vanguard Consumer Staples (VDC). 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 HC Advisors, LLC underperformed the S&P 500 by β7.9% annually on this VDC position. Timing score: 48% (11/23 decisions correct). Average cost basis: $154.49. Maximum drawdown during holding period: β12.6%.
β Significantly underperformed the S&P 500 by 7.9% ann.
23 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $139.15 (2019 Q4) Β· Worst: $215.20 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
14 adds Β· 10 trims. Bought during 2 of 9 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 2.96% 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