Ownership history in ARROW FINANCIAL CORP Β· 51 quarters on record
This page tracks every 13F SEC filing in which ARROW FINANCIAL CORP reported a position in ISHARES EXC (SHY). 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 ARROW FINANCIAL CORP underperformed the S&P 500 by β15.0% annually on this SHY position. Timing score: 62% (13/21 decisions correct). Average cost basis: $72.11. Maximum drawdown during holding period: β5.2%.
β Significantly underperformed the S&P 500 by 15.0% ann.
49 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 21 add/trim decisions correct
Best entry: $69.16 (2014 Q2) Β· Worst: $75.89 (2021 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 12 trims. Bought during 2 of 14 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.03% 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