ARCB β€” ARCBEST CORP

Ownership history in MARSHALL WACE, LLP  Β·  24 quarters on record

This page tracks every 13F SEC filing in which MARSHALL WACE, LLP reported a position in ARCBEST CORP (ARCB). 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.

πŸ” Peak position
0.12% (2014 Q1)
πŸ“Š Avg. % of fund
0.02%
πŸ“… First filed
2014 Q1
πŸ“… Last filed
2025 Q3
⏱ Quarters held
24

Position Intelligence

MARSHALL WACE, LLP Γ— ARCB AI Analytics

πŸ“ˆ MARSHALL WACE, LLP outperformed the S&P 500 by +12.2% annually on this ARCB position. Timing score: 57% (13/23 decisions correct). Average cost basis: $73.74. Maximum drawdown during holding period: –53.5%.

πŸ“ˆ Position Alpha vs SPY
+12.2%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 12.2% per year on this position.
23 quarters analyzed

⏱️ Timing Score
57%

βœ… Decent timing β€” more right than wrong on entries and exits.
13 of 23 add/trim decisions correct

πŸ’° Entry Quality
$73.74
-5.5% vs current ($69.66)

Best entry: $23.57 (2015 Q3)  Β·  Worst: $140.93 (2024 Q1)

πŸ›‘οΈ Drawdown Resilience
–53.5%
max drawdown while held

πŸ’ͺ Held through 4 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

10 adds Β· 14 trims. Bought during 6 of 13 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
β†’ Stable
last 4–5 quarters trend

βš–οΈ Portfolio weight has remained relatively stable β€” conviction maintained.
Currently 0.0% of portfolio

⚠ 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.

% of Fund (quarterly)    ARCB price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 REDUCED 40,408 -73,693 -64.6% 0.00% $2.8M $69.66
2025 Q2 REDUCED 114,101 -101,780 -47.1% 0.01% $8.8M $76.66
2025 Q1 ADDED 215,881 +20,349 +10.4% 0.02% $15.2M $70.12
2024 Q4 REDUCED 195,532 -70,902 -26.6% 0.02% $18.2M $92.59
2024 Q3 ADDED 266,434 +74,447 +38.8% 0.04% $28.9M $107.49
2024 Q2 ADDED 191,987 +117,774 +158.7% 0.03% $20.6M $106.01
2024 Q1 ADDED 74,213 +72,256 +3692.2% 0.02% $10.6M $140.93
2023 Q4 REDUCED 1,957 -1,243 -38.8% 0.00% $235K $118.79
2023 Q3 REDUCED 3,200 -8,100 -71.7% 0.00% $325K $100.34
2022 Q4 REDUCED 11,300 -398 -3.4% 0.00% $791K $68.89
14 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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