ACM β€” AECOM TECHNOLOGY CORP DELAWA COM

Ownership history in Walleye Trading LLC  Β·  107 quarters on record

This page tracks every 13F SEC filing in which Walleye Trading LLC reported a position in AECOM TECHNOLOGY CORP DELAWA 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.

πŸ” Peak position
0.03% (2024 Q2)
πŸ“Š Avg. % of fund
0.0%
πŸ“… First filed
2011 Q3
πŸ“… Last filed
2025 Q4
⏱ Quarters held
107

Position Intelligence

Walleye Trading LLC Γ— ACM AI Analytics

πŸ“ˆ Walleye Trading LLC outperformed the S&P 500 by +-0.0% annually on this ACM position. Timing score: 45% (47/105 decisions correct). Average cost basis: $63.34. Maximum drawdown during holding period: –30.8%.

πŸ“ˆ Position Alpha vs SPY
-0.0%
annualised excess return

➑️ Roughly in line with S&P 500 (±1% alpha range).
106 quarters analyzed

⏱️ Timing Score
45%

➑️ Neutral timing β€” roughly coin-flip accuracy on add/trim calls.
47 of 105 add/trim decisions correct

πŸ’° Entry Quality
$63.34
+50.0% vs current ($95.03)

Best entry: $16.99 (2011 Q3)  Β·  Worst: $129.81 (2025 Q3)

πŸ›‘οΈ Drawdown Resilience
–30.8%
max drawdown while held

πŸ’ͺ Held through 2 major drawdowns (>20%).

πŸ’ͺ Fund Conviction
49%
buy-side decisions

52 adds Β· 54 trims. Bought during 8 of 20 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 0.01% 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)    ACM 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 ADDED 39,300 +37,800 +2520.0% 0.01% $3.7M $95.03
2025 Q4 REDUCED 1,500 -1,000 -40.0% 0.00% $143K $95.03
2025 Q3 REDUCED 2,500 -2,323 -48.2% 0.00% $326K $129.81
2025 Q3 ADDED 4,823 +1,923 +66.3% 0.00% $629K $129.81
2025 Q3 ADDED 2,900 +2,600 +866.7% 0.00% $378K $129.81
2025 Q2 REDUCED 300 -2,030 -87.1% 0.00% $34K $112.03
2025 Q2 REDUCED 2,330 -1,670 -41.8% 0.00% $263K $112.03
2025 Q2 REDUCED 4,000 -11,400 -74.0% 0.00% $451K $112.03
2025 Q1 ADDED 15,400 +14,400 +1440.0% 0.00% $1.4M $91.79
2025 Q1 REDUCED 1,000 -65,900 -98.5% 0.00% $93K $91.79
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