Ownership history in VAN STRUM & TOWNE INC. Β· 108 quarters on record
This page tracks every 13F SEC filing in which VAN STRUM & TOWNE INC. reported a position in MICROSOFT CORP COM (MSFT). 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 VAN STRUM & TOWNE INC. outperformed the S&P 500 by +5.2% annually on this MSFT position. Timing score: 39% (40/103 decisions correct). Average cost basis: $20.98. Maximum drawdown during holding period: β62.8%.
π₯ Exceptional β beat the S&P 500 by 5.2% per year on this position.
107 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
40 of 103 add/trim decisions correct
Best entry: $13.48 (2009 Q1) Β· Worst: $233.69 (2022 Q4)
πͺ Held through 2 major drawdowns (>20%).
35 adds Β· 69 trims. Bought during 14 of 39 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 7.11% 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