YOUSIF CAPITAL MANAGEMENT, LLC BASFY — Basf Aktiengesellschaft - Leve

Ownership history in YOUSIF CAPITAL MANAGEMENT, LLC  ·  18 quarters on record

AI Ownership Summary

YOUSIF CAPITAL MANAGEMENT, LLC reported Basf Aktiengesellschaft - Leve (BASFY) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.01% in 2024 Q1. The latest visible filing shows BASFY at 0.01% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this BASFY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was YOUSIF CAPITAL MANAGEMENT, LLC's position in Basf Aktiengesellschaft - Leve, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

BASFY was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

BASFY stock page YOUSIF CAPITAL MANAGEMENT, LLC fund profile YOUSIF CAPITAL MANAGEMENT, LLC full holdings
How YOUSIF CAPITAL MANAGEMENT, LLC held BASFY — position size vs. price
% of Fund (quarterly)    BASFY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 51,563 — 0% 0.01% $778K 2026-04-24 $15.89
2025 Q4 REDUCED — — — 51,563 -775 -1.5% 0.01% $656K 2026-01-21 $13.30
2025 Q3 REDUCED 13.2% +3.9% ❌ 52,338 -7,940 -13.2% 0.01% $652K 2025-10-14 $12.11
2025 Q2 ADDED — — — 60,278 +4,670 +8.4% 0.01% $740K 2025-07-25 $13.46
2025 Q1 UNCHANGED — — — 55,608 — 0% 0.01% $689K 2025-04-14 $11.26
2024 Q4 UNCHANGED — — — 55,608 — 0% 0.01% $611K 2025-01-27 $11.67
2024 Q3 REDUCED — — — 55,608 -1,490 -2.6% 0.01% $738K 2024-10-30 $11.40
2024 Q2 REDUCED — — — 57,098 -1,875 -3.2% 0.01% $691K 2024-07-31 $11.05
2024 Q1 ADDED — — — 58,973 +405 +0.7% 0.01% $843K 2024-04-26 $12.38
2023 Q4 UNCHANGED — — — 58,568 — 0% 0.01% $789K 2024-02-01 $10.64
8 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding BASFY

As of 2026 Q1 — sorted by position size

GAMMA Investing LLC 0.01% Kohmann Bosshard Financial Services, LLC 3Y 7Y 0.01%

FAQ About YOUSIF CAPITAL MANAGEMENT, LLC and BASFY

These are the practical questions this page is built to answer before you even open the full history table.

How long has YOUSIF CAPITAL MANAGEMENT, LLC reported owning BASFY?

YOUSIF CAPITAL MANAGEMENT, LLC reported BASFY across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported BASFY position in YOUSIF CAPITAL MANAGEMENT, LLC's portfolio?

The largest reported portfolio weight for BASFY was 0.01% in 2024 Q1.

What is the latest reported BASFY position on this page?

The most recent filing on this page is 2026 Q1, when YOUSIF CAPITAL MANAGEMENT, LLC reported 51,563 shares, equal to 0.01% of portfolio, with an estimated market value of $778K.

What does the chart on this BASFY ownership page compare?

The chart compares YOUSIF CAPITAL MANAGEMENT, LLC's quarterly BASFY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did YOUSIF CAPITAL MANAGEMENT, LLC time their BASFY position?

Based on 13F filing dates vs. subsequent BASFY price moves, YOUSIF CAPITAL MANAGEMENT, LLC correctly timed 2 out of 12 reported position changes (17%). The annualised alpha on BASFY relative to SPY over the holding period was -8.2%.

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