Ownership history in HM PAYSON & CO Β· 4 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in INVESCO EXCHANGE TRADED FD T (XMHQ). 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 HM PAYSON & CO underperformed the S&P 500 by β18.3% annually on this XMHQ position. Average cost basis: $101.56. Maximum drawdown during holding period: β10.4%.
β Significantly underperformed the S&P 500 by 18.3% ann.
3 quarters analyzed
Best entry: $101.56 (2024 Q3) Β· Worst: $101.56 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 0 trims. Bought during 0 of 2 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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.