Ownership history in PRINCIPAL SECURITIES, INC. Β· 8 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in BATH &BODY WORKS INC (BBWI). 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 PRINCIPAL SECURITIES, INC. underperformed the S&P 500 by β53.1% annually on this BBWI position. Timing score: 67% (4/6 decisions correct). Average cost basis: $29.91. Maximum drawdown during holding period: β46.6%.
β Significantly underperformed the S&P 500 by 53.1% ann.
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $29.14 (2025 Q2) Β· Worst: $30.46 (2024 Q3)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 4 trims. Bought during 3 of 5 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