Darsana Capital Partners’s Altaba Inc AABA Stock Holding History

Darsana Capital Partners’s Portfolio AABA Stock Details AABA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-1,850,000	Closed	-$36M	–	14
2019 Q3	$36M	Hold	1,850,000	–	–	1.34%	14
2019 Q2	$128M	Hold	1,850,000	–	–	4.17%	10
2019 Q1	$137M	Hold	1,850,000	–	–	5.13%	9
2018 Q4	$107M	Hold	1,850,000	–	–	4.48%	9
2018 Q3	$126M	Hold	1,850,000	–	–	3.95%	11
2018 Q2	$135M	Hold	1,850,000	–	–	4.24%	12
2018 Q1	$137M	Sell	1,850,000 -150,000	-8%	-$11.3M	4.39%	12
2017 Q4	$140M	Hold	2,000,000	–	–	5.13%	9
2017 Q3	$132M	Hold	2,000,000	–	–	5.58%	8
2017 Q2	$109M	Buy	+2,000,000	New	+$109M	4.74%	10

Other funds holding AABA

CWM

CIBC World Markets New York $20.8B AUM

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

MAP

Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return

WAS

Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

SIG

Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return

Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return

BAM

Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return

QAM

QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Darsana Capital Partners's AABA Position: Q4 2019 in Review

Darsana Capital Partners sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 1,850,000 shares — an estimated $36M sold.

Darsana Capital Partners first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $140M in Q4 2017. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

Darsana Capital Partners reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
Darsana Capital Partners sold 1,850,000 Altaba Inc shares in Q4 2019, an estimated $36M.
Darsana Capital Partners first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
Darsana Capital Partners's Altaba Inc position peaked at $140M in Q4 2017.
13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Darsana Capital Partners's 13F filing for Q4 2019, filed 14 Feb 2020.