AVT β€” AVNET INC

Ownership history in Walleye Capital LLC  Β·  27 quarters on record

This page tracks every 13F SEC filing in which Walleye Capital LLC reported a position in AVNET INC (AVT). 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
0.05% (2019 Q2)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2019 Q2
πŸ“… Last filed
2025 Q3
⏱ Quarters held
27

Position Intelligence

Walleye Capital LLC Γ— AVT AI Analytics

πŸ“‰ Walleye Capital LLC underperformed the S&P 500 by –10.8% annually on this AVT position. Timing score: 60% (15/25 decisions correct). Average cost basis: $46.48. Maximum drawdown during holding period: –5.8%.

πŸ“ˆ Position Alpha vs SPY
-10.8%
annualised excess return

❌ Significantly underperformed the S&P 500 by 10.8% ann.
25 quarters analyzed

⏱️ Timing Score
60%

βœ… Decent timing β€” more right than wrong on entries and exits.
15 of 25 add/trim decisions correct

πŸ’° Entry Quality
$46.48
+11.1% vs current ($51.62)

Best entry: $35.51 (2021 Q2)  Β·  Worst: $52.25 (2024 Q3)

πŸ›‘οΈ Drawdown Resilience
–5.8%
max drawdown while held

πŸ’Ž No drawdown exceeding 20% during the holding period β€” exceptionally stable.

πŸ’ͺ Fund Conviction
44%
buy-side decisions

12 adds Β· 15 trims. Bought during 3 of 4 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)    AVT 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 ADDED 5,100 +3,491 +217.0% 0.00% $267K $51.62
2025 Q3 ADDED 1,609 +10 +0.6% 0.00% $84K $51.62
2024 Q4 REDUCED 1,599 -4,601 -74.2% 0.00% $84K $50.64
2024 Q4 REDUCED 6,200 -1,900 -23.5% 0.00% $324K $50.64
2024 Q4 REDUCED 8,100 -5,600 -40.9% 0.00% $424K $50.64
2024 Q3 ADDED 13,700 +4,000 +41.2% 0.00% $744K $52.25
2024 Q3 ADDED 9,700 +9,451 +3795.6% 0.00% $527K $52.25
2024 Q3 REDUCED 249 -30,951 -99.2% 0.00% $14K $52.25
2024 Q2 ADDED 31,200 +25,130 +414.0% 0.00% $1.6M $49.21
2024 Q2 REDUCED 6,070 -19,030 -75.8% 0.00% $313K $49.21
17 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history
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