Ownership history in Transform Wealth, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Transform Wealth, LLC reported a position in OWENS CORNING NEW (OC). 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 Transform Wealth, LLC underperformed the S&P 500 by β22.7% annually on this OC position. Timing score: 33% (1/3 decisions correct). Average cost basis: $158.54. Maximum drawdown during holding period: β12.3%.
β Significantly underperformed the S&P 500 by 22.7% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $70.21 (2018 Q1) Β· Worst: $170.18 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
5 adds Β· 0 trims. Bought during 2 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.45% 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