Ownership history in Cornerstone Advisory, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Advisory, LLC reported a position in BLACKROCK HEALTH SCIENCES TR (BME). 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 Cornerstone Advisory, LLC underperformed the S&P 500 by β8.8% annually on this BME position. Timing score: 47% (7/15 decisions correct). Average cost basis: $33.87. Maximum drawdown during holding period: β12.1%.
β Significantly underperformed the S&P 500 by 8.8% ann.
15 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 15 add/trim decisions correct
Best entry: $30.39 (2022 Q3) Β· Worst: $35.63 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 6 trims. Bought during 6 of 7 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.23% 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