Ownership history in Savant Capital, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Savant Capital, LLC reported a position in COMPASS INC (COMP). 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 Savant Capital, LLC outperformed the S&P 500 by +27.7% annually on this COMP position. Timing score: 0% (0/4 decisions correct). Average cost basis: $7.34. Maximum drawdown during holding period: β28.1%.
π₯ Exceptional β beat the S&P 500 by 27.7% per year on this position.
4 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
0 of 4 add/trim decisions correct
Best entry: $6.11 (2024 Q3) Β· Worst: $8.73 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 3 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
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