Ownership history in Cypress Capital Group Β· 64 quarters on record
This page tracks every 13F SEC filing in which Cypress Capital Group reported a position in IShares S&P 500 Index Fund COM (IVV). 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 Cypress Capital Group outperformed the S&P 500 by +0.1% annually on this IVV position. Timing score: 45% (25/56 decisions correct). Average cost basis: $407.28. Maximum drawdown during holding period: β46.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
25 of 56 add/trim decisions correct
Best entry: $58.55 (2009 Q1) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
31 adds Β· 27 trims. Bought during 10 of 16 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 2.56% 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