Ownership history in Corundum Group, Inc. Β· 40 quarters on record
This page tracks every 13F SEC filing in which Corundum Group, Inc. reported a position in ISHARES TRUST RUSSELL 2000 IND CS (IWM). 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 Corundum Group, Inc. underperformed the S&P 500 by β6.3% annually on this IWM position. Timing score: 61% (23/38 decisions correct). Average cost basis: $174.41. Maximum drawdown during holding period: β27.0%.
β Significantly underperformed the S&P 500 by 6.3% ann.
39 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 38 add/trim decisions correct
Best entry: $63.62 (2010 Q4) Β· Worst: $245.72 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
26 adds Β· 13 trims. Bought during 8 of 11 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 0.89% 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