Ownership history in Private Wealth Partners, LLC Β· 14 quarters on record
This page tracks every 13F SEC filing in which Private Wealth Partners, LLC reported a position in ALBERTSONS COS INC (ACI). 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 Private Wealth Partners, LLC underperformed the S&P 500 by β20.2% annually on this ACI position. Timing score: 42% (5/12 decisions correct). Average cost basis: $18.97. Maximum drawdown during holding period: β21.2%.
β Significantly underperformed the S&P 500 by 20.2% ann.
13 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
5 of 12 add/trim decisions correct
Best entry: $17.22 (2025 Q3) Β· Worst: $21.61 (2023 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
9 adds Β· 4 trims. Bought during 4 of 6 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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