Ownership history in Polianta Ltd Β· 14 quarters on record
This page tracks every 13F SEC filing in which Polianta Ltd reported a position in Vanguard Consumer Discretionar (VCR). 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 Polianta Ltd outperformed the S&P 500 by +0.3% annually on this VCR position. Timing score: 40% (4/10 decisions correct). Average cost basis: $169.93. Maximum drawdown during holding period: β23.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
12 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $136.64 (2020 Q1) Β· Worst: $393.92 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
5 adds Β· 7 trims. Bought during 2 of 4 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.18% 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.