Ownership history in Cornerstone Management, Inc. Β· 12 quarters on record
This page tracks every 13F SEC filing in which Cornerstone Management, Inc. reported a position in ISHARES TR (EFA). 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 Management, Inc. underperformed the S&P 500 by β5.7% annually on this EFA position. Timing score: 55% (6/11 decisions correct). Average cost basis: $69.47. Maximum drawdown during holding period: β8.4%.
β Significantly underperformed the S&P 500 by 5.7% ann.
11 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $63.72 (2023 Q3) Β· Worst: $96.03 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
8 adds Β· 4 trims. Bought during 2 of 3 down-price quarters. π More buys than sells across the holding period.
π Cornerstone Management, Inc. has been actively increasing its EFA allocation β a bullish signal from insiders.
Currently 3.87% 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