Ownership history in Performa Ltd (US), LLC Β· 19 quarters on record
This page tracks every 13F SEC filing in which Performa Ltd (US), LLC reported a position in ISHARES:MSCI JAPAN (EWJ). 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 β7.4% annually on this EWJ position. Timing score: 55% (6/11 decisions correct). Average cost basis: $61.97. Maximum drawdown during holding period: β28.9%.
β Significantly underperformed the S&P 500 by 7.4% ann.
18 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $48.25 (2022 Q2) Β· Worst: $72.27 (2025 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
11 adds Β· 1 trim. Bought during 4 of 7 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 0.83% 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