Ownership history in PDS Planning, Inc Β· 22 quarters on record
This page tracks every 13F SEC filing in which PDS Planning, Inc reported a position in LG DISPLAY CO LTD (LPL). 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 PDS Planning, Inc underperformed the S&P 500 by β14.9% annually on this LPL position. Timing score: 52% (11/21 decisions correct). Average cost basis: $5.17. Maximum drawdown during holding period: β71.3%.
β Significantly underperformed the S&P 500 by 14.9% ann.
21 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
11 of 21 add/trim decisions correct
Best entry: $3.07 (2024 Q4) Β· Worst: $10.69 (2021 Q2)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
15 adds Β· 7 trims. Bought during 7 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.02% 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