Ownership history in HRT FINANCIAL LP Β· 18 quarters on record
This page tracks every 13F SEC filing in which HRT FINANCIAL LP reported a position in ISHARES TR (EWU). 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 HRT FINANCIAL LP underperformed the S&P 500 by β12.6% annually on this EWU position. Timing score: 24% (4/17 decisions correct). Average cost basis: $28.93. Maximum drawdown during holding period: β25.0%.
β Significantly underperformed the S&P 500 by 12.6% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 17 add/trim decisions correct
Best entry: $22.88 (2017 Q1) Β· Worst: $41.17 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
10 adds Β· 8 trims. Bought during 2 of 5 down-price quarters. π More buys than sells across the holding period.
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.
As of 2025 Q4 β sorted by position size