Ownership history in Winch Advisory Services, LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which Winch Advisory Services, LLC reported a position in United Continental Holdings (UAL). 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 Winch Advisory Services, LLC outperformed the S&P 500 by +40.3% annually on this UAL position. Timing score: 40% (4/10 decisions correct). Average cost basis: $66.86. Maximum drawdown during holding period: β52.8%.
π₯ Exceptional β beat the S&P 500 by 40.3% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 10 add/trim decisions correct
Best entry: $34.61 (2020 Q2) Β· Worst: $97.10 (2024 Q4)
πͺ Held through 2 major drawdowns (>20%).
3 adds Β· 7 trims. Bought during 0 of 7 down-price quarters. π Predominantly trimming β distribution phase.
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