Ownership history in Legacy Wealth Management, Inc Β· 13 quarters on record
This page tracks every 13F SEC filing in which Legacy Wealth Management, Inc reported a position in HARTFORD FDS EXCHANGE TRADED (HMOP). 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 Legacy Wealth Management, Inc underperformed the S&P 500 by β16.6% annually on this HMOP position. Timing score: 82% (9/11 decisions correct). Average cost basis: $37.47. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 16.6% ann.
11 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 11 add/trim decisions correct
Best entry: $33.94 (2023 Q3) Β· Worst: $38.89 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 2 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.34% 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