RCEL β€” AVITA MEDICAL INC

Ownership history in STRS OHIO  Β·  14 quarters on record

This page tracks every 13F SEC filing in which STRS OHIO reported a position in AVITA MEDICAL INC (RCEL). 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.

Position Intelligence

STRS OHIO Γ— RCEL AI Analytics

πŸ“‰ STRS OHIO underperformed the S&P 500 by –44.3% annually on this RCEL position. Timing score: 29% (2/7 decisions correct). Average cost basis: $11.72. Maximum drawdown during holding period: –83.2%.

πŸ“ˆ Position Alpha vs SPY
-44.3%
annualised excess return

❌ Significantly underperformed the S&P 500 by 44.3% ann.
13 quarters analyzed

⏱️ Timing Score
29%

⚠️ Poor timing β€” buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct

πŸ’° Entry Quality
$11.72
-70.6% vs current ($3.45)

Best entry: $5.11 (2025 Q3)  Β·  Worst: $20.52 (2021 Q2)

πŸ›‘οΈ Drawdown Resilience
–83.2%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
71%
buy-side decisions

5 adds Β· 2 trims. Bought during 3 of 10 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    RCEL price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 47,700 β€” 0% 0.00% $165K $3.45
2025 Q3 ADDED 47,700 +33,400 +233.6% 0.00% $244K $5.11
2025 Q2 UNCHANGED 14,300 β€” 0% 0.00% $76K $5.29
2025 Q1 UNCHANGED 14,300 β€” 0% 0.00% $116K $8.14
2024 Q3 UNCHANGED 14,300 β€” 0% 0.00% $153K $10.72
2024 Q2 REDUCED 14,300 -17,300 -54.7% 0.00% $113K $7.92
2024 Q1 REDUCED 31,600 -9,500 -23.1% 0.00% $506K $16.03
2023 Q4 ADDED 41,100 +4,200 +11.4% 0.00% $563K $13.72
2023 Q3 ADDED 36,900 +900 +2.5% 0.00% $539K $14.61
2023 Q2 ADDED 36,000 +30,500 +554.5% 0.00% $612K $17.01
4 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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