Ownership history in MEYER HANDELMAN CO Β· 60 quarters on record
This page tracks every 13F SEC filing in which MEYER HANDELMAN CO reported a position in AMAZON COM INC COM 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 MEYER HANDELMAN CO outperformed the S&P 500 by +12.8% annually on this AMZN position. Timing score: 67% (28/42 decisions correct). Average cost basis: $121.83. Maximum drawdown during holding period: β51.2%.
π₯ Exceptional β beat the S&P 500 by 12.8% per year on this position.
59 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
28 of 42 add/trim decisions correct
Best entry: $8.65 (2011 Q4) Β· Worst: $230.82 (2025 Q4)
πͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.
32 adds Β· 11 trims. Bought during 13 of 19 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 2.51% 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