Ownership history in MATHER GROUP, LLC. Β· 20 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in WEYERHAEUSER CO COM (WY). 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 β39.8% annually on this WY position. Timing score: 37% (7/19 decisions correct). Average cost basis: $25.23. Maximum drawdown during holding period: β29.4%.
β Significantly underperformed the S&P 500 by 39.8% ann.
19 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 19 add/trim decisions correct
Best entry: $12.72 (2011 Q2) Β· Worst: $34.49 (2021 Q4)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 10 trims. Bought during 2 of 7 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