Ownership history in Trajan Wealth LLC Β· 7 quarters on record
This page tracks every 13F SEC filing in which Trajan Wealth LLC reported a position in AE, COM (ACM). 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 Trajan Wealth LLC outperformed the S&P 500 by +18.6% annually on this ACM position. Timing score: 40% (2/5 decisions correct). Average cost basis: $101.76. Maximum drawdown during holding period: β13.0%.
π₯ Exceptional β beat the S&P 500 by 18.6% per year on this position.
5 quarters analyzed
β οΈ Poor timing β buys often preceded drops, trims preceded rallies.
2 of 5 add/trim decisions correct
Best entry: $101.76 (2024 Q3) Β· Worst: $101.76 (2024 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
2 adds Β· 5 trims. Bought during 0 of 1 down-price quarters. π Predominantly trimming β distribution phase.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.01% 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