Ownership history in Formidable Asset Management, LLC Β· 5 quarters on record
This page tracks every 13F SEC filing in which Formidable Asset Management, LLC reported a position in PEARSON PLC (PSO). 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 Formidable Asset Management, LLC underperformed the S&P 500 by β28.8% annually on this PSO position. Timing score: 100% (3/3 decisions correct). Average cost basis: $15.53. Maximum drawdown during holding period: β11.8%.
β Significantly underperformed the S&P 500 by 28.8% ann.
4 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
3 of 3 add/trim decisions correct
Best entry: $15.53 (2024 Q4) Β· Worst: $15.53 (2024 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
1 add Β· 3 trims. Bought during 0 of 3 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.04% 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