Ownership history in PUZO MICHAEL J Β· 10 quarters on record
This page tracks every 13F SEC filing in which PUZO MICHAEL J reported a position in SCHNEIDER ELEC SA ADR (SBGSY). 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 PUZO MICHAEL J underperformed the S&P 500 by β1.2% annually on this SBGSY position. Timing score: 50% (4/8 decisions correct). Average cost basis: $43.57. Maximum drawdown during holding period: β12.9%.
β οΈ Trailed SPY by 1.2% ann. on this position.
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: $38.94 (2023 Q4) Β· Worst: $56.02 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π PUZO MICHAEL J has been actively increasing its SBGSY allocation β a bullish signal from insiders.
Currently 2.59% 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