| Quarter | Score |
|---|---|
| 2013-Q2 | 62.5 |
| 2013-Q3 | 63.8 |
| 2013-Q4 | 61.3 |
| 2014-Q1 | 62.1 |
| 2014-Q2 | 62.2 |
| 2014-Q3 | 62.4 |
| 2018-Q1 | 55.2 |
| 2018-Q2 | 56.6 |
| 2018-Q3 | 54.3 |
| 2018-Q4 | 45.8 |
| 2019-Q2 | 52.3 |
| 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 | 78.5 |
| 2024-Q4 | 71.3 |
| 2025-Q1 | 67.3 |
| 2025-Q2 | 42.1 |
| 2025-Q3 | 39.2 |
| 2025-Q4 | 41.1 |
Funds reducing exposure or consensus momentum fading
Trading +15.6% above funds' estimated purchase price
1 of 16 tracked funds hold IWM. Avg conviction: 0.6%. Net holding. First tracked at $215.79 (current +15.6% vs tracked).
Prices are approximate, based on 13F reported values (position value / shares), not actual cost basis. Data covers 16 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 |
|---|---|---|
| Starboard Value | 0.6% | Hold |