Ownership history in FULTON BANK, N.A. Β· 24 quarters on record
This page tracks every 13F SEC filing in which FULTON BANK, N.A. reported a position in GOLDMAN SACHS TR II (GSIMX). 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. underperformed the S&P 500 by β4.7% annually on this GSIMX position. Timing score: 57% (13/23 decisions correct). Average cost basis: $13.23. Maximum drawdown during holding period: β21.8%.
β οΈ Trailed SPY by 4.7% ann. on this position.
23 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
13 of 23 add/trim decisions correct
Best entry: $10.09 (2020 Q1) Β· Worst: $22.47 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
20 adds Β· 4 trims. Bought during 5 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 3.16% 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