Ownership history in Townsend & Associates, Inc Β· 14 quarters on record
This page tracks every 13F SEC filing in which Townsend & Associates, Inc reported a position in MYR GROUP INC DEL (MYRG). 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 Townsend & Associates, Inc outperformed the S&P 500 by +19.6% annually on this MYRG position. Timing score: 62% (8/13 decisions correct). Average cost basis: $125.32. Maximum drawdown during holding period: β42.2%.
π₯ Exceptional β beat the S&P 500 by 19.6% per year on this position.
13 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 13 add/trim decisions correct
Best entry: $84.73 (2022 Q3) Β· Worst: $218.50 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
13 adds Β· 1 trim. Bought during 4 of 4 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Townsend & Associates, Inc has been actively increasing its MYRG allocation β a bullish signal from insiders.
Currently 2.51% 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