Ownership history in Ted Buchan & Co Β· 6 quarters on record
This page tracks every 13F SEC filing in which Ted Buchan & Co reported a position in KRANESHARES TRUST (KMLM). 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 Ted Buchan & Co underperformed the S&P 500 by β20.6% annually on this KMLM position. Timing score: 20% (1/5 decisions correct). Average cost basis: $27.25. Maximum drawdown during holding period: β9.1%.
β Significantly underperformed the S&P 500 by 20.6% ann.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
Best entry: $25.10 (2025 Q2) Β· Worst: $27.60 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 1 trim. Bought during 3 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.66% 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.