Ownership history in CX Institutional Β· 9 quarters on record
This page tracks every 13F SEC filing in which CX Institutional reported a position in ISHARES TR (SGOV). 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 CX Institutional underperformed the S&P 500 by β12.5% annually on this SGOV position. Timing score: 43% (3/7 decisions correct). Average cost basis: $96.85. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 12.5% ann.
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
3 of 7 add/trim decisions correct
Best entry: $94.61 (2024 Q3) Β· Worst: $97.75 (2025 Q2)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
4 adds Β· 5 trims. π Predominantly trimming β distribution phase.
π CX Institutional has been actively increasing its SGOV allocation β a bullish signal from insiders.
Currently 3.84% 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