Ownership history in HM PAYSON & CO · 5 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (SCZ). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q3 | REDUCED | 5 | -557 | -99.1% | 0.00% | $384 | $75.25 |
| 2024 Q4 | ADDED | 562 | +440 | +360.7% | 0.00% | $34K | $58.70 |
| 2024 Q3 | ADDED | 122 | +104 | +577.8% | 0.00% | $8K | $64.15 |
| 2022 Q2 | REDUCED | 18 | -538 | -96.8% | 0.00% | $1K | $49.47 |
As of 2025 Q4 — sorted by position size