Ownership history in Performa Ltd (US), LLC Β· 18 quarters on record
This page tracks every 13F SEC filing in which Performa Ltd (US), LLC reported a position in ISHARES:CORE S&P SM-CP (IJR). 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 Performa Ltd (US), LLC underperformed the S&P 500 by β8.6% annually on this IJR position. Timing score: 67% (8/12 decisions correct). Average cost basis: $102.49. Maximum drawdown during holding period: β23.1%.
β Significantly underperformed the S&P 500 by 8.6% ann.
17 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
8 of 12 add/trim decisions correct
Best entry: $82.46 (2022 Q3) Β· Worst: $118.09 (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.
π Performa Ltd (US), LLC has been actively increasing its IJR allocation β a bullish signal from insiders.
Currently 2.24% 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