Ownership history in Shaker Financial Services, LLC Β· 55 quarters on record
This page tracks every 13F SEC filing in which Shaker Financial Services, LLC reported a position in TRI CONTL CORP COM (TY). 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 Shaker Financial Services, LLC underperformed the S&P 500 by β8.8% annually on this TY position. Timing score: 58% (31/53 decisions correct). Average cost basis: $21.22. Maximum drawdown during holding period: β24.9%.
β Significantly underperformed the S&P 500 by 8.8% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
31 of 53 add/trim decisions correct
Best entry: $7.15 (2011 Q3) Β· Worst: $32.37 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
36 adds Β· 18 trims. Bought during 9 of 13 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.73% 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