Ownership history in Plancorp, LLC Β· 46 quarters on record
This page tracks every 13F SEC filing in which Plancorp, LLC reported a position in ISHARES (SCZ). 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 β6.3% annually on this SCZ position. Timing score: 57% (24/42 decisions correct). Average cost basis: $42.62. Maximum drawdown during holding period: β32.0%.
β Significantly underperformed the S&P 500 by 6.3% ann.
45 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
24 of 42 add/trim decisions correct
Best entry: $34.63 (2014 Q4) Β· Worst: $77.53 (2025 Q4)
πͺ Held through 2 major drawdowns (>20%).
29 adds Β· 14 trims. Bought during 11 of 15 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.97% 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