Ownership history in COURIER CAPITAL LLC Β· 20 quarters on record
This page tracks every 13F SEC filing in which COURIER CAPITAL LLC reported a position in ISHARES TR (MBB). 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 COURIER CAPITAL LLC underperformed the S&P 500 by β13.5% annually on this MBB position. Timing score: 80% (8/10 decisions correct). Average cost basis: $90.09. Maximum drawdown during holding period: β14.2%.
β Significantly underperformed the S&P 500 by 13.5% ann.
19 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
8 of 10 add/trim decisions correct
Best entry: $80.23 (2022 Q3) Β· Worst: $94.57 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 1 trim. Bought during 3 of 8 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π COURIER CAPITAL LLC has been actively increasing its MBB allocation β a bullish signal from insiders.
Currently 1.17% 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