Ownership history in Lumbard & Kellner, LLC Β· 26 quarters on record
This page tracks every 13F SEC filing in which Lumbard & Kellner, LLC reported a position in ISHARES MSCI INDONESIA ETF (EIDO). 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 Lumbard & Kellner, LLC underperformed the S&P 500 by β13.8% annually on this EIDO position. Timing score: 48% (11/23 decisions correct). Average cost basis: $18.93. Maximum drawdown during holding period: β42.6%.
β Significantly underperformed the S&P 500 by 13.8% ann.
25 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 23 add/trim decisions correct
Best entry: $14.74 (2020 Q3) Β· Worst: $21.56 (2022 Q1)
πͺ Held through 2 major drawdowns (>20%).
10 adds Β· 14 trims. Bought during 4 of 12 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.31% 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