Ownership history in ODonnell Financial Services, LLC Β· 10 quarters on record
This page tracks every 13F SEC filing in which ODonnell Financial Services, LLC reported a position in PACER FDS TR (PSFF). 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 ODonnell Financial Services, LLC underperformed the S&P 500 by β8.8% annually on this PSFF position. Timing score: 50% (4/8 decisions correct). Average cost basis: $25.96. Maximum drawdown during holding period: β2.5%.
β Significantly underperformed the S&P 500 by 8.8% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
4 of 8 add/trim decisions correct
Best entry: $25.88 (2023 Q4) Β· Worst: $32.33 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.11% 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.