Ownership history in Lesa Sroufe & Co Β· 28 quarters on record
This page tracks every 13F SEC filing in which Lesa Sroufe & Co reported a position in ISHARES SILVER TRUST ISHARES (SLV). 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 Lesa Sroufe & Co underperformed the S&P 500 by β17.2% annually on this SLV position. Timing score: 56% (15/27 decisions correct). Average cost basis: $22.30. Maximum drawdown during holding period: β53.7%.
β Significantly underperformed the S&P 500 by 17.2% ann.
27 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
15 of 27 add/trim decisions correct
Best entry: $17.01 (2020 Q2) Β· Worst: $42.37 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
14 adds Β· 14 trims. Bought during 4 of 9 down-price quarters. π More buys than sells across the holding period.
π Lesa Sroufe & Co has been actively increasing its SLV allocation β a bullish signal from insiders.
Currently 4.66% 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