Ownership history in Compton Financial Group, LLC Β· 21 quarters on record
This page tracks every 13F SEC filing in which Compton Financial Group, LLC reported a position in Ishares Core Msci Emerging Markets Etf (IEMG). 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 Compton Financial Group, LLC underperformed the S&P 500 by β9.1% annually on this IEMG position. Timing score: 55% (11/20 decisions correct). Average cost basis: $49.20. Maximum drawdown during holding period: β33.6%.
β Significantly underperformed the S&P 500 by 9.1% ann.
20 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
11 of 20 add/trim decisions correct
Best entry: $38.75 (2022 Q3) Β· Worst: $58.39 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 7 trims. Bought during 6 of 7 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.17% 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