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 TREX CO INC (TREX). 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. underperformed the S&P 500 by β57.1% annually on this TREX position. Timing score: 25% (1/4 decisions correct). Average cost basis: $72.39. Maximum drawdown during holding period: β30.3%.
β Significantly underperformed the S&P 500 by 57.1% ann.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 4 add/trim decisions correct
Best entry: $69.03 (2024 Q4) Β· Worst: $74.12 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 2 trims. Bought during 0 of 3 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