Ownership history in Intrinsic Value Partners, LLC Β· 17 quarters on record
This page tracks every 13F SEC filing in which Intrinsic Value Partners, LLC reported a position in Bank Of New York Co Inc (BK). 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 Intrinsic Value Partners, LLC outperformed the S&P 500 by +19.1% annually on this BK position. Timing score: 25% (4/16 decisions correct). Average cost basis: $51.41. Maximum drawdown during holding period: β32.2%.
π₯ Exceptional β beat the S&P 500 by 19.1% per year on this position.
11 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
4 of 16 add/trim decisions correct
Best entry: $51.41 (2021 Q4) Β· Worst: $51.41 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
1 add Β· 16 trims. Bought during 0 of 5 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 2.49% 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