Ownership history in Lorne Steinberg Wealth Management Inc. Β· 19 quarters on record
This page tracks every 13F SEC filing in which Lorne Steinberg Wealth Management Inc. reported a position in OPEN TEXT CORP (OTEX). 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 Lorne Steinberg Wealth Management Inc. underperformed the S&P 500 by β18.6% annually on this OTEX position. Timing score: 39% (7/18 decisions correct). Average cost basis: $34.70. Maximum drawdown during holding period: β46.5%.
β Significantly underperformed the S&P 500 by 18.6% ann.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 18 add/trim decisions correct
Best entry: $23.63 (2022 Q3) Β· Worst: $44.18 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
17 adds Β· 2 trims. Bought during 9 of 11 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Lorne Steinberg Wealth Management Inc. has been actively increasing its OTEX allocation β a bullish signal from insiders.
Currently 1.46% 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