Ownership history in FIRST MERCHANTS CORP Β· 7 quarters on record
This page tracks every 13F SEC filing in which FIRST MERCHANTS CORP reported a position in FIDELITY CONTRAFUND (FCNTX). 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 FIRST MERCHANTS CORP outperformed the S&P 500 by +11.9% annually on this FCNTX position. Timing score: 20% (1/5 decisions correct). Maximum drawdown during holding period: β3.3%.
π₯ Exceptional β beat the S&P 500 by 11.9% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 5 add/trim decisions correct
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 6 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 1.35% 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