Ownership history in WD RUTHERFORD LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which WD RUTHERFORD LLC reported a position in Steris plc (UK) (STE). 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 WD RUTHERFORD LLC underperformed the S&P 500 by β6.9% annually on this STE position. Timing score: 40% (4/10 decisions correct). Average cost basis: $181.23. Maximum drawdown during holding period: β31.3%.
β Significantly underperformed the S&P 500 by 6.9% ann.
18 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $180.93 (2020 Q4) Β· Worst: $214.60 (2023 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
3 adds Β· 7 trims. Bought during 1 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.1% 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