Ownership history in Abacus Planning Group, Inc. Β· 26 quarters on record
This page tracks every 13F SEC filing in which Abacus Planning Group, Inc. reported a position in BOSTON OMAHA CORPORA (BOC). 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 Abacus Planning Group, Inc. underperformed the S&P 500 by β48.6% annually on this BOC position. Timing score: 50% (7/14 decisions correct). Average cost basis: $20.17. Maximum drawdown during holding period: β66.3%.
β Significantly underperformed the S&P 500 by 48.6% ann.
9 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
7 of 14 add/trim decisions correct
Best entry: $18.82 (2023 Q2) Β· Worst: $23.15 (2019 Q2)
πͺ Held through 2 major drawdowns (>20%).
4 adds Β· 11 trims. Bought during 2 of 14 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.37% 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