Ownership history in Penn Mutual Asset Management Β· 9 quarters on record
This page tracks every 13F SEC filing in which Penn Mutual Asset Management reported a position in ARMOUR RESIDENTIAL REIT INC (ARR). 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 Penn Mutual Asset Management underperformed the S&P 500 by β5.2% annually on this ARR position. Average cost basis: $14.28. Maximum drawdown during holding period: β13.4%.
β Significantly underperformed the S&P 500 by 5.2% ann.
7 quarters analyzed
Best entry: $14.28 (2024 Q1) Β· Worst: $14.28 (2024 Q1)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 0 trims. Bought during 0 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 1.84% 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