Ownership history in Plancorp, LLC Β· 16 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in FIRST BUSEY CORP (BUSE). 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 Plancorp, LLC underperformed the S&P 500 by β9.6% annually on this BUSE position. Timing score: 55% (6/11 decisions correct). Average cost basis: $18.00. Maximum drawdown during holding period: β24.0%.
β Significantly underperformed the S&P 500 by 9.6% ann.
15 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
6 of 11 add/trim decisions correct
Best entry: $17.28 (2023 Q3) Β· Worst: $22.75 (2021 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 9 trims. Bought during 1 of 8 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.94% 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