AVAV β€” AEROVIRONMENT INC COM

Ownership history in SITTNER & NELSON, LLC  Β·  21 quarters on record

This page tracks every 13F SEC filing in which SITTNER & NELSON, LLC reported a position in AEROVIRONMENT INC COM (AVAV). 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
2.02% (2025 Q2)
πŸ“Š Avg. % of fund
1.2%
πŸ“… First filed
2020 Q4
πŸ“… Last filed
2025 Q4
⏱ Quarters held
21

Position Intelligence

SITTNER & NELSON, LLC Γ— AVAV AI Analytics

πŸ“ˆ SITTNER & NELSON, LLC outperformed the S&P 500 by +24.0% annually on this AVAV position. Timing score: 55% (6/11 decisions correct). Average cost basis: $89.33. Maximum drawdown during holding period: –46.6%.

πŸ“ˆ Position Alpha vs SPY
+24.0%
annualised excess return

πŸ”₯ Exceptional β€” beat the S&P 500 by 24.0% per year on this position.
20 quarters analyzed

⏱️ Timing Score
55%

βœ… Decent timing β€” more right than wrong on entries and exits.
6 of 11 add/trim decisions correct

πŸ’° Entry Quality
$89.33
+170.8% vs current ($241.89)

Best entry: $62.03 (2021 Q4)  Β·  Worst: $284.95 (2025 Q2)

πŸ›‘οΈ Drawdown Resilience
–46.6%
max drawdown while held

πŸ’ͺ Held through 3 major drawdowns (>20%). Diamond-hands conviction.

πŸ’ͺ Fund Conviction
42%
buy-side decisions

5 adds Β· 7 trims. Bought during 2 of 7 down-price quarters. πŸ“‰ Predominantly trimming β€” distribution phase.

πŸ“‘ Position Trajectory
↑ Growing
last 4–5 quarters trend

πŸ“ˆ SITTNER & NELSON, LLC has been actively increasing its AVAV allocation β€” a bullish signal from insiders.
Currently 1.59% 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)    AVAV price (monthly, adj. close)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 17,460 -128 -0.7% 1.59% $4.5M $241.89
2025 Q3 UNCHANGED 17,588 β€” 0% 2.01% $5.5M $314.89
2025 Q2 ADDED 17,588 +250 +1.4% 2.02% $5.0M $284.95
2025 Q1 REDUCED 17,338 -305 -1.7% 0.88% $2.1M $119.19
2024 Q4 ADDED 17,643 +725 +4.3% 1.18% $2.7M $153.89
2024 Q3 REDUCED 16,918 -125 -0.7% 1.52% $3.4M $200.50
2024 Q2 REDUCED 17,043 -100 -0.6% 1.53% $3.1M $182.16
2024 Q1 REDUCED 17,143 -200 -1.2% 1.32% $2.6M $153.28
2023 Q4 UNCHANGED 17,343 β€” 0% 1.17% $2.2M $126.04
2023 Q3 UNCHANGED 17,343 β€” 0% 1.11% $1.9M $111.53
11 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding AVAV

As of 2025 Q4 β€” sorted by position size

Heard Capital LLC 3Y 8.2% AMERICAN CAPITAL MANAGEMENT INC 3Y 7Y 6.91% AWM Investment Company, Inc. 3Y 7Y 2.78% FFG Partners, LLC 2.57% Reliant Investment Management, LLC 3Y 7Y 2.22% Rheos Capital Works Inc. 3Y 7Y 2.17% DEEPWATER ASSET MANAGEMENT, LLC 3Y 2.04% EMERALD ADVISERS, LLC 3Y 7Y 1.58% KADENSA CAPITAL Ltd 3Y 7Y 1.53% DELPHI FINANCIAL GROUP, INC. 3Y 7Y 1.46%
← Back to SITTNER & NELSON, LLC Holdings