Ownership history in Birch Capital Management, LLC Β· 25 quarters on record
This page tracks every 13F SEC filing in which Birch Capital Management, LLC reported a position in AMERISOURCEBERGEN CORP COM (COR). 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 Birch Capital Management, LLC outperformed the S&P 500 by +10.1% annually on this COR position. Timing score: 50% (12/24 decisions correct). Average cost basis: $83.55. Maximum drawdown during holding period: β12.0%.
π₯ Exceptional β beat the S&P 500 by 10.1% per year on this position.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
12 of 24 add/trim decisions correct
Best entry: $71.69 (2019 Q4) Β· Worst: $239.11 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 14 trims. Bought during 3 of 7 down-price quarters. π Predominantly trimming β distribution phase.
π Birch Capital Management, LLC has been actively increasing its COR allocation β a bullish signal from insiders.
Currently 3.52% 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