Ownership history in Moors & Cabot, Inc. Β· 26 quarters on record
This page tracks every 13F SEC filing in which Moors & Cabot, Inc. reported a position in ISHARES TR (SHV). 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 Moors & Cabot, Inc. underperformed the S&P 500 by β14.6% annually on this SHV position. Timing score: 45% (10/22 decisions correct). Average cost basis: $94.84. Maximum drawdown during holding period: β0.3%.
β Significantly underperformed the S&P 500 by 14.6% ann.
24 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
10 of 22 add/trim decisions correct
Best entry: $93.15 (2019 Q3) Β· Worst: $106.15 (2025 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
11 adds Β· 13 trims. Bought during 1 of 6 down-price quarters. π Predominantly trimming β distribution phase.
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