Ownership history in STEPHENS INC /AR/ Β· 11 quarters on record
This page tracks every 13F SEC filing in which STEPHENS INC /AR/ reported a position in SANARA MEDTECH INC (SMTI). 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 STEPHENS INC /AR/ underperformed the S&P 500 by β27.2% annually on this SMTI position. Timing score: 50% (2/4 decisions correct). Average cost basis: $37.32. Maximum drawdown during holding period: β31.6%.
β Significantly underperformed the S&P 500 by 27.2% ann.
10 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
2 of 4 add/trim decisions correct
Best entry: $28.22 (2024 Q2) Β· Worst: $41.25 (2023 Q1)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 0 trims. Bought during 3 of 6 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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