Ownership history in Granite FO LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Granite FO LLC reported a position in ISHARES TR (USMV). 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 Granite FO LLC underperformed the S&P 500 by β11.6% annually on this USMV position. Maximum drawdown during holding period: β2.3%.
β Significantly underperformed the S&P 500 by 11.6% ann.
5 quarters analyzed
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 2 trims. Bought during 0 of 2 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.79% 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