| Quarter | Score |
|---|---|
| 2018-Q4 | 45.8 |
| 2019-Q3 | 52.2 |
| 2021-Q1 | 46.9 |
| 2021-Q3 | 60.1 |
| 2022-Q3 | 53.7 |
| 2022-Q4 | 50.7 |
| 2023-Q1 | 49.8 |
| 2023-Q3 | 51.4 |
| 2023-Q4 | 36.0 |
| 2024-Q1 | 71.6 |
| 2024-Q2 | 59.1 |
| 2024-Q3 | 60.4 |
| 2024-Q4 | 60.2 |
| 2025-Q1 | 61.5 |
| 2025-Q2 | 78.1 |
| 2025-Q3 | 76.3 |
| 2025-Q4 | 76.4 |
| 2026-Q1 | 63.9 |
| 2026-Q2 | 64.1 |
Active institutional exit or low consensus; avoid or liquidate
Trading +13.0% above funds' estimated purchase price
1 of 18 tracked funds hold IWM. Avg conviction: 0.0%. Net trimming. First tracked at $220.89 (current +13.0% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 17 tracked value-oriented funds. Holdings are reported quarterly with a ~45-day lag. Stock splits may affect share count comparisons. Returns are not annualized.
| Fund | % of Portfolio | Action |
|---|---|---|
| Citadel Advisors | 0.0% | Reduce |