Ownership history in Well Done, LLC Β· 15 quarters on record
This page tracks every 13F SEC filing in which Well Done, LLC reported a position in PHILLIPS EDISON & CO INC COMMON STOCK (PECO). 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 Well Done, LLC underperformed the S&P 500 by β9.3% annually on this PECO position. Timing score: 43% (3/7 decisions correct). Average cost basis: $29.96. Maximum drawdown during holding period: β17.1%.
β Significantly underperformed the S&P 500 by 9.3% ann.
14 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $29.96 (2022 Q1) Β· Worst: $29.96 (2022 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 6 trims. Bought during 0 of 8 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% 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