Ownership history in RDA Financial Network Β· 7 quarters on record
This page tracks every 13F SEC filing in which RDA Financial Network reported a position in REVVITY INC (RVTY). 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 RDA Financial Network underperformed the S&P 500 by β29.2% annually on this RVTY position. Timing score: 40% (2/5 decisions correct). Average cost basis: $96.62. Maximum drawdown during holding period: β31.2%.
β Significantly underperformed the S&P 500 by 29.2% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $87.53 (2025 Q3) Β· Worst: $111.23 (2024 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 1 trim. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.09% 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