Ownership history in MATHER GROUP, LLC. Β· 12 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in OWENS CORNING NEW (OC). 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 +1.0% annually on this OC position. Timing score: 60% (6/10 decisions correct). Average cost basis: $99.56. Maximum drawdown during holding period: β18.5%.
β
Outperformed SPY on this position by 1.0% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 10 add/trim decisions correct
Best entry: $73.18 (2022 Q3) Β· Worst: $166.92 (2024 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 8 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
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