Ownership history in Patten Group, Inc. Β· 35 quarters on record
This page tracks every 13F SEC filing in which Patten Group, Inc. reported a position in iShares Core MSCI EAFE (IEFA). 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 Patten Group, Inc. underperformed the S&P 500 by β6.2% annually on this IEFA position. Timing score: 41% (14/34 decisions correct). Average cost basis: $52.60. Maximum drawdown during holding period: β28.0%.
β Significantly underperformed the S&P 500 by 6.2% ann.
34 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
14 of 34 add/trim decisions correct
Best entry: $47.01 (2017 Q2) Β· Worst: $89.46 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 18 trims. Bought during 5 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Patten Group, Inc. has been actively increasing its IEFA allocation β a bullish signal from insiders.
Currently 0.84% 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