Ownership history in VANGUARD GROUP INC Β· 7 quarters on record
This page tracks every 13F SEC filing in which VANGUARD GROUP INC reported a position in SHIMMICK CORPORATION (SHIM). 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 VANGUARD GROUP INC outperformed the S&P 500 by +11.3% annually on this SHIM position. Timing score: 100% (3/3 decisions correct). Average cost basis: $2.48. Maximum drawdown during holding period: β34.0%.
π₯ Exceptional β beat the S&P 500 by 11.3% per year on this position.
5 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $2.47 (2024 Q3) Β· Worst: $2.61 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 1 trim. Bought during 0 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 0.0% 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