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 SM ENERGY CO (SM). 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 β58.2% annually on this SM position. Timing score: 40% (2/5 decisions correct). Average cost basis: $43.89. Maximum drawdown during holding period: β49.1%.
β Significantly underperformed the S&P 500 by 58.2% ann.
6 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $24.27 (2025 Q3) Β· Worst: $46.86 (2024 Q1)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
4 adds Β· 3 trims. Bought during 1 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