Ownership history in HERBST GROUP, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which HERBST GROUP, LLC reported a position in SPDR S&P METALS AND MINING ETF (XME). 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 HERBST GROUP, LLC outperformed the S&P 500 by +16.0% annually on this XME position. Timing score: 50% (8/16 decisions correct). Average cost basis: $52.29. Maximum drawdown during holding period: β30.1%.
π₯ Exceptional β beat the S&P 500 by 16.0% per year on this position.
16 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
8 of 16 add/trim decisions correct
Best entry: $41.21 (2022 Q3) Β· Worst: $58.92 (2022 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
6 adds Β· 11 trims. Bought during 3 of 6 down-price quarters. π Predominantly trimming β distribution phase.
π HERBST GROUP, LLC has been actively increasing its XME allocation β a bullish signal from insiders.
Currently 3.73% 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.