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 VONTIER CORPORATION (VNT). 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 β9.1% annually on this VNT position. Timing score: 50% (2/4 decisions correct). Average cost basis: $34.74. Maximum drawdown during holding period: β13.8%.
β Significantly underperformed the S&P 500 by 9.1% ann.
4 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $32.76 (2025 Q1) Β· Worst: $36.35 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 3 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