Ownership history in PRINCIPAL SECURITIES, INC. Β· 5 quarters on record
This page tracks every 13F SEC filing in which PRINCIPAL SECURITIES, INC. reported a position in PHOTRONICS INC (PLAB). 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 β56.2% annually on this PLAB position. Timing score: 33% (1/3 decisions correct). Average cost basis: $28.32. Maximum drawdown during holding period: β33.5%.
β Significantly underperformed the S&P 500 by 56.2% ann.
3 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
1 of 3 add/trim decisions correct
Best entry: $28.32 (2024 Q1) Β· Worst: $28.32 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
2 adds Β· 2 trims. Bought during 0 of 2 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