Ownership history in US BANCORP \DE\ Β· 11 quarters on record
This page tracks every 13F SEC filing in which US BANCORP \DE\ reported a position in JANUX THERAPEUTICS INC COM (JANX). 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 US BANCORP \DE\ outperformed the S&P 500 by +66.0% annually on this JANX position. Timing score: 29% (2/7 decisions correct). Average cost basis: $27.68. Maximum drawdown during holding period: β56.9%.
π₯ Exceptional β beat the S&P 500 by 66.0% per year on this position.
10 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 7 add/trim decisions correct
Best entry: $12.10 (2023 Q1) Β· Worst: $41.89 (2024 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 4 trims. Bought during 1 of 4 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% 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