Ownership history in SRB CORP Β· 9 quarters on record
This page tracks every 13F SEC filing in which SRB CORP reported a position in AMAZON COM ORD (AMZN). 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 SRB CORP underperformed the S&P 500 by β0.8% annually on this AMZN position. Timing score: 33% (1/3 decisions correct). Average cost basis: $186.33. Maximum drawdown during holding period: β13.3%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
7 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $186.33 (2024 Q3) Β· Worst: $186.33 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 2 trims. Bought during 1 of 2 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 5.83% 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