Ownership history in FULTON BANK, N.A. Β· 29 quarters on record
This page tracks every 13F SEC filing in which FULTON BANK, N.A. reported a position in CAUSEWAY CAP MGMT TR (CIVIX). 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 FULTON BANK, N.A. outperformed the S&P 500 by +0.5% annually on this CIVIX position. Timing score: 43% (12/28 decisions correct). Average cost basis: $11.18. Maximum drawdown during holding period: β32.0%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
28 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
12 of 28 add/trim decisions correct
Best entry: $8.17 (2018 Q4) Β· Worst: $23.50 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
19 adds Β· 10 trims. Bought during 4 of 8 down-price quarters. π More buys than sells across the holding period.
π FULTON BANK, N.A. has been actively increasing its CIVIX allocation β a bullish signal from insiders.
Currently 1.47% 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