AEO β€” AMERICAN EAGLE OUTFITTERS IN

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 AMERICAN EAGLE OUTFITTERS IN (AEO). 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.

Position Intelligence

PRINCIPAL SECURITIES, INC. Γ— AEO AI Analytics

πŸ“‰ PRINCIPAL SECURITIES, INC. underperformed the S&P 500 by –18.4% annually on this AEO position. Average cost basis: $16.00. Maximum drawdown during holding period: –61.3%.

πŸ“ˆ Position Alpha vs SPY
-18.4%
annualised excess return

❌ Significantly underperformed the S&P 500 by 18.4% ann.
6 quarters analyzed

πŸ’° Entry Quality
$16.00
+5.6% vs current ($16.89)

Best entry: $15.94 (2024 Q4)  Β·  Worst: $16.89 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–61.3%
max drawdown while held

πŸ’ͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.

πŸ’ͺ Fund Conviction
75%
buy-side decisions

3 adds Β· 1 trim. Bought during 1 of 4 down-price quarters. πŸ‚ Consistently bullish β€” fund kept accumulating this position.

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)    AEO price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 8 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 ADDED 310 +180 +138.5% 0.00% $5K $16.89
2025 Q2 REDUCED 130 -2,443 -94.9% 0.00% $1K $9.38
2025 Q1 UNCHANGED 2,573 β€” 0% 0.00% $43K $11.20
2024 Q4 ADDED 2,573 +2,463 +2239.1% 0.00% $43K $15.94
2024 Q3 UNCHANGED 110 β€” 0% 0.00% $2K $21.28
2024 Q2 UNCHANGED 110 β€” 0% 0.00% $2K $18.86
2024 Q1 UNCHANGED 110 β€” 0% 0.00% $3K $24.24
2023 Q4 INITIATED 110 β€” β€” 0.00% $2K β€”

🏒 Other funds also holding AEO

As of 2025 Q4 β€” sorted by position size

Soviero Asset Management, LP 3Y 2.46% S&T BANK/PA 3Y 7Y 1.94% SummerHaven Investment Management, LLC 3Y 1.25% Convergence Investment Partners, LLC 3Y 7Y 1.18% SOROS CAPITAL MANAGEMENT LLC 3Y 0.99% LANDSCAPE CAPITAL MANAGEMENT, L.L.C. 3Y 7Y 0.84% OBERWEIS ASSET MANAGEMENT INC/ 3Y 7Y 0.79% SYSTEMATIC FINANCIAL MANAGEMENT LP 3Y 7Y 0.63% Bridge City Capital, LLC 3Y 7Y 0.62% DIKER MANAGEMENT LLC 3Y 7Y 0.46%
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