Ownership history in Neumann Capital Management, LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Neumann Capital Management, LLC reported a position in NUSHARES ETF TR (NUMG). 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 Neumann Capital Management, LLC underperformed the S&P 500 by β11.5% annually on this NUMG position. Timing score: 54% (7/13 decisions correct). Average cost basis: $42.25. Maximum drawdown during holding period: β33.0%.
β Significantly underperformed the S&P 500 by 11.5% ann.
11 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 13 add/trim decisions correct
Best entry: $34.18 (2022 Q2) Β· Worst: $48.67 (2025 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 2 trims. Bought during 4 of 7 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.16% 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.