| Quarter | Score |
|---|---|
| 2013-Q2 | 49.4 |
| 2013-Q3 | 52.6 |
| 2013-Q4 | 48.0 |
| 2014-Q1 | 50.3 |
| 2014-Q2 | 48.6 |
| 2014-Q3 | 49.8 |
| 2018-Q1 | 59.4 |
| 2018-Q2 | 49.0 |
| 2018-Q3 | 48.5 |
| 2019-Q2 | 49.0 |
| 2022-Q1 | 49.8 |
| 2022-Q3 | 40.8 |
| 2022-Q4 | 49.9 |
| 2023-Q2 | 63.4 |
| 2023-Q3 | 48.3 |
| 2023-Q4 | 36.1 |
| 2024-Q1 | 41.7 |
| 2024-Q2 | 40.3 |
| 2024-Q3 | 40.6 |
| 2024-Q4 | 38.4 |
| 2025-Q1 | 36.3 |
| 2025-Q2 | 38.0 |
| 2025-Q3 | 68.8 |
| 2025-Q4 | 38.1 |
| 2026-Q1 | 36.3 |
| 2026-Q2 | 37.2 |
Active institutional exit or low consensus; avoid or liquidate
Trading +23.5% above funds' purchase price — elevated pullback risk
1 of 16 tracked funds hold WAL. Avg conviction: 0.8%. Net trimming. First tracked at $64.19 (current +23.5% vs tracked).
Benchmark comparison unavailable
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 |
|---|---|---|
| Miller Value Partners | 0.8% | Reduce |