Ownership history in TCW GROUP INC Β· 62 quarters on record
This page tracks every 13F SEC filing in which TCW GROUP INC reported a position in BAXTER INTL INC COMMON (BAX). 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 TCW GROUP INC underperformed the S&P 500 by β40.8% annually on this BAX position. Timing score: 50% (29/58 decisions correct). Average cost basis: $26.44. Maximum drawdown during holding period: β70.6%.
β Significantly underperformed the S&P 500 by 40.8% ann.
8 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
29 of 58 add/trim decisions correct
Best entry: $6.59 (2003 Q1) Β· Worst: $77.48 (2019 Q3)
πͺ Held through 2 major drawdowns (>20%).
33 adds Β· 26 trims. Bought during 13 of 23 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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