Ownership history in Renasant Bank Β· 20 quarters on record
This page tracks every 13F SEC filing in which Renasant Bank reported a position in ISHARES TR (MBB). 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 Renasant Bank underperformed the S&P 500 by β17.6% annually on this MBB position. Timing score: 63% (12/19 decisions correct). Average cost basis: $91.68. Maximum drawdown during holding period: β14.9%.
β Significantly underperformed the S&P 500 by 17.6% ann.
10 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
12 of 19 add/trim decisions correct
Best entry: $80.23 (2022 Q3) Β· Worst: $94.27 (2020 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 11 trims. Bought during 5 of 9 down-price quarters. π Predominantly trimming β distribution phase.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 0.3% 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