Ownership history in Covestor Ltd Β· 17 quarters on record
This page tracks every 13F SEC filing in which Covestor Ltd reported a position in COLUMBIA SPORTSWEAR CO (COLM). 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 Covestor Ltd underperformed the S&P 500 by β21.3% annually on this COLM position. Timing score: 44% (7/16 decisions correct). Average cost basis: $70.71. Maximum drawdown during holding period: β43.1%.
β Significantly underperformed the S&P 500 by 21.3% ann.
16 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
7 of 16 add/trim decisions correct
Best entry: $51.72 (2025 Q3) Β· Worst: $90.89 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 7 trims. Bought during 7 of 9 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.08% 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