Ownership history in BARD ASSOCIATES INC Β· 4 quarters on record
This page tracks every 13F SEC filing in which BARD ASSOCIATES INC reported a position in CALLAN JMB INC (CJMB). 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 BARD ASSOCIATES INC underperformed the S&P 500 by β119.3% annually on this CJMB position. Timing score: 100% (3/3 decisions correct). Average cost basis: $4.49. Maximum drawdown during holding period: β78.3%.
β Significantly underperformed the S&P 500 by 119.3% ann.
3 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $4.49 (2025 Q1) Β· Worst: $4.49 (2025 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 3 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.08% 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