John Armitage - Egerton Capital (UK)
Holding/activity history for Applied Materials, Inc. (AMAT)
← All AMAT superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2023 Q3 | 0 | 0.00 | Sell 100.00% | 3.92 | $129.21–157.76 · VW $145.58i | SEC | |
| 2023 Q2 | 2,629,188 | 3.92 | Reduce 3.41% | 0.14 | $130.75–153.39 · VW $145.63i | $380,022,834 | SEC |
| 2023 Q1 | 2,722,141 | 4.23 | Add 10.21% | 0.39 | $109.00–138.80 · VW $127.03i | $334,360,579 | SEC |
| 2022 Q4 | 2,469,856 | 2.38 | Reduce 57.88% | 2.44 | $93.68–124.92 · VW $111.58i | $240,514,577 | SEC |
| 2022 Q3 | 5,863,402 | 4.22 | Add 19.49% | 0.69 | $71.12–112.12 · VW $97.61i | $480,389,000 | SEC |
| 2022 Q2 | 4,907,042 | 3.43 | Add 145.23% | 2.03 | $82.67–118.50 · VW $98.41i | $446,443,000 | SEC |
| 2022 Q1 | 2,000,999 | 1.57 | Buy | 1.57 | $101.33–142.01 · VW $120.21i | $263,732,000 | SEC |
| 2018 Q3 | 0 | 0.00 | Sell 100.00% | 0.87 | $30.53–43.00 · VW $36.94i | SEC | |
| 2018 Q2 | 2,373,671 | 0.87 | Reduce 78.53% | 4.06 | $42.52–53.23 · VW $46.26i | $109,640,000 | SEC |
| 2018 Q1 | 11,057,737 | 5.17 | Reduce 28.62% | 2.05 | $47.74–62.40 · VW $53.64i | $614,921,000 | SEC |
| 2017 Q4 | 15,491,200 | 7.17 | Reduce 8.44% | 0.68 | $45.13–59.00 · VW $53.91i | $791,910,000 | SEC |
| 2017 Q3 | 16,919,928 | 8.02 | Add 23.19% | 1.51 | $43.87–60.89 · VW $52.51i | $881,359,000 | SEC |
| 2017 Q2 | 13,734,934 | 5.81 | Add 17.97% | 0.89 | $40.79–47.86 · VW $44.59i | $567,390,000 | SEC |
| 2017 Q1 | 11,642,608 | 5.07 | Buy | 5.07 | $36.33–46.04 · VW $42.75i | $452,897,000 | SEC |
Price snapshot:
Current price$575.39
52-week low$153.78
52-week high$739.67