Ownership history in HM PAYSON & CO Β· 10 quarters on record
This page tracks every 13F SEC filing in which HM PAYSON & CO reported a position in ISHARES TR (IBDQ). 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 β25.5% annually on this IBDQ position. Timing score: 100% (9/9 decisions correct). Average cost basis: $23.01. Maximum drawdown during holding period: β0.0%.
β Significantly underperformed the S&P 500 by 25.5% ann.
9 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
9 of 9 add/trim decisions correct
Best entry: $21.45 (2022 Q3) Β· Worst: $24.93 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
10 adds Β· 0 trims. π Consistently bullish β fund kept accumulating this position.
π HM PAYSON & CO has been actively increasing its IBDQ allocation β a bullish signal from insiders.
Currently 1.27% 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