Hoertkorn Richard Charles’s Aecom ACM Stock Holding History

Hoertkorn Richard Charles’s Portfolio ACM Stock Details ACM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-700	Closed	-$54K	–	76
2022 Q1	$54K	Sell	700 -1,300	-65%	-$95.5K	0.02%	55
2021 Q4	$155K	Sell	2,000 -500	-20%	-$35.1K	0.06%	47
2021 Q3	$158K	Sell	2,500 -2,000	-44%	-$127K	0.07%	44
2021 Q2	$285K	Sell	4,500 -500	-10%	-$32.7K	0.13%	44
2021 Q1	$321K	Sell	5,000 -1,000	-17%	-$56.9K	0.16%	42
2020 Q4	$300K	Hold	6,000	–	–	0.17%	43
2020 Q3	$251K	Sell	6,000 -2,000	-25%	-$76.2K	0.17%	43
2020 Q2	$300K	Sell	8,000 -3,500	-30%	-$125K	0.2%	40
2020 Q1	$343K	Sell	11,500 -1,500	-12%	-$64.2K	0.28%	38
2019 Q4	$561K	Sell	13,000 -1,500	-10%	-$62.2K	0.35%	37
2019 Q3	$545K	Sell	14,500 -1,600	-10%	-$57.6K	0.35%	36
2019 Q2	$609K	Sell	16,100 -3,000	-16%	-$99.7K	0.41%	38
2019 Q1	$567K	Hold	19,100	–	–	0.38%	39
2018 Q4	$506K	Sell	19,100 -200	-1%	-$6.09K	0.36%	40
2018 Q3	$630K	Sell	19,300 -700	-4%	-$23.1K	0.37%	40
2018 Q2	$661K	Hold	20,000	–	–	0.41%	40
2018 Q1	$713K	Sell	20,000 -5,000	-20%	-$185K	0.44%	41
2017 Q4	$929K	Hold	25,000	–	–	0.55%	40
2017 Q3	$920K	Sell	25,000 -8,000	-24%	-$263K	0.58%	40
2017 Q2	$1.07M	Sell	33,000 -4,000	-11%	-$133K	0.71%	36
2017 Q1	$1.32M	Sell	37,000 -6,000	-14%	-$219K	0.88%	32
2016 Q4	$1.56M	Hold	43,000	–	–	1.08%	30
2016 Q3	$1.28M	Sell	43,000 -6,000	-12%	-$193K	1%	34
2016 Q2	$1.56M	Hold	49,000	–	–	1.24%	30
2016 Q1	$1.51M	Hold	49,000	–	–	1.21%	30
2015 Q4	$1.47M	Hold	49,000	–	–	1.1%	31
2015 Q3	$1.35M	Hold	49,000	–	–	1.06%	33
2015 Q2	$1.62M	Sell	49,000 -954	-2%	-$31.5K	1.21%	31
2015 Q1	$1.54M	Hold	49,954	–	–	1.15%	32
2014 Q4	$1.52M	Hold	49,954	–	–	1.08%	32
2014 Q3	$1.69M	Sell	49,954 -1,075	-2%	-$38.2K	1.25%	30
2014 Q2	$1.64M	Buy	+51,029	New	+$1.65M	1.23%	28
2014 Q1	–	Sell	-51,029	Closed	-$1.5M	–	91
2013 Q4	$1.5M	Buy	+51,029	New	+$1.54M	1.16%	29

Other funds holding ACM

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Starboard Value New York $4.57B AUM 4.97% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hoertkorn Richard Charles's ACM Position: Q2 2022 in Review

Hoertkorn Richard Charles sold out of Aecom (ACM) in Q2 2022, closing a stake of 700 shares — an estimated $54K sold.

Hoertkorn Richard Charles first reported a position in ACM in Q4 2013 and held it in 33 quarters. The position peaked at $1.69M in Q3 2014. 365 funds tracked by Wall St. Rank hold ACM as of Q2 2022.

Hoertkorn Richard Charles reported no remaining Aecom position as of Q2 2022 after selling out during the quarter.
Hoertkorn Richard Charles sold 700 Aecom shares in Q2 2022, an estimated $54K.
Hoertkorn Richard Charles first reported a position in Aecom in Q4 2013 and held it in 33 quarters.
Hoertkorn Richard Charles's Aecom position peaked at $1.69M in Q3 2014.
365 funds tracked by Wall St. Rank held Aecom as of Q2 2022.

Based on Hoertkorn Richard Charles's 13F filing for Q2 2022, filed 15 Jul 2022.