Ownership history in IPG Investment Advisors LLC Β· 28 quarters on record
This page tracks every 13F SEC filing in which IPG Investment Advisors LLC reported a position in OWENS ILLINOIS INC (OI). 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 IPG Investment Advisors LLC outperformed the S&P 500 by +7.4% annually on this OI position. Timing score: 58% (14/24 decisions correct). Average cost basis: $12.52. Maximum drawdown during holding period: β68.9%.
π₯ Exceptional β beat the S&P 500 by 7.4% per year on this position.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
14 of 24 add/trim decisions correct
Best entry: $7.11 (2020 Q1) Β· Worst: $22.86 (2015 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 10 trims. Bought during 7 of 13 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 1.41% 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