| Quarter | Score |
|---|---|
| 2022-Q3 | 40.9 |
| 2022-Q4 | 50.2 |
| 2023-Q2 | 36.1 |
| 2023-Q3 | 52.6 |
| 2023-Q4 | 42.6 |
| 2024-Q1 | 34.9 |
| 2024-Q2 | 48.5 |
| 2024-Q3 | 57.5 |
| 2024-Q4 | 57.5 |
| 2025-Q1 | 58.5 |
| 2025-Q2 | 61.9 |
| 2025-Q3 | 61.6 |
| 2025-Q4 | 37.7 |
| 2026-Q1 | 61.8 |
| 2026-Q2 | 62.1 |
Solid consensus with smart money net adding at reasonable prices
Within 6.7% of funds' estimated purchase price
1 of 18 tracked funds hold UL. Avg conviction: 0.0%. Net adding. First tracked at $56.97 (current +6.7% vs tracked).
Benchmark comparison unavailable
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% | Add |