Ownership history in MCDANIEL TERRY & CO Β· 40 quarters on record
This page tracks every 13F SEC filing in which MCDANIEL TERRY & CO reported a position in Amazon Com Inc Com (AMZN). 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 MCDANIEL TERRY & CO outperformed the S&P 500 by +11.0% annually on this AMZN position. Timing score: 53% (19/36 decisions correct). Average cost basis: $111.81. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 11.0% per year on this position.
39 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
19 of 36 add/trim decisions correct
Best entry: $29.68 (2016 Q1) Β· Worst: $219.39 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
25 adds Β· 12 trims. Bought during 10 of 12 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.28% 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