Ownership history in MATHER GROUP, LLC. Β· 6 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in TD SYNNEX CORP COM (SNX). 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 MATHER GROUP, LLC. outperformed the S&P 500 by +21.1% annually on this SNX position. Timing score: 75% (3/4 decisions correct). Average cost basis: $101.16. Maximum drawdown during holding period: β12.9%.
π₯ Exceptional β beat the S&P 500 by 21.1% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 4 add/trim decisions correct
Best entry: $90.49 (2023 Q2) Β· Worst: $115.36 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 of 2 down-price quarters. π More buys than sells across the holding period.
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