Ownership history in MATHER GROUP, LLC. Β· 7 quarters on record
This page tracks every 13F SEC filing in which MATHER GROUP, LLC. reported a position in ZURN WATER SOLUTIONS CORP (ZWS). 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 β1.1% annually on this ZWS position. Timing score: 40% (2/5 decisions correct). Average cost basis: $34.98. Maximum drawdown during holding period: β17.3%.
β οΈ Trailed SPY by 1.1% ann. on this position.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $28.92 (2024 Q2) Β· Worst: $36.87 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
3 adds Β· 2 trims. Bought during 1 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