Darsana Capital Partners’s Alphabet (Google) Class C GOOG Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q2	–	Sell	-300,000	Closed	-$41.9M	–	13
2022 Q1	$41.9M	Buy	+300,000	New	+$40.8M	2.13%	10
2021 Q2	–	Sell	-3,000,000	Closed	-$310M	–	20
2021 Q1	$310M	Buy	3,000,000 +200,000	+7%	+$19.8M	8.67%	3
2020 Q4	$245M	Buy	2,800,000 +1,800,000	+180%	+$152M	6.92%	5
2020 Q3	$73.5M	Hold	1,000,000	–	–	3.74%	11
2020 Q2	$70.7M	Hold	1,000,000	–	–	4.19%	12
2020 Q1	$58.1M	Sell	1,000,000 -2,000,000	-67%	-$136M	2.75%	11
2019 Q4	$201M	Sell	3,000,000 -1,200,000	-29%	-$77.4M	6.84%	8
2019 Q3	$256M	Hold	4,200,000	–	–	9.49%	3
2019 Q2	$227M	Buy	4,200,000 +700,000	+20%	+$40.4M	7.37%	6
2019 Q1	$205M	Hold	3,500,000	–	–	7.69%	7
2018 Q4	$181M	Sell	3,500,000 -500,000	-13%	-$26.8M	7.58%	7
2018 Q3	$239M	Sell	4,000,000 -1,000,000	-20%	-$59.9M	7.48%	6
2018 Q2	$279M	Sell	5,000,000 -1,000,000	-17%	-$54M	8.72%	4
2018 Q1	$310M	Hold	6,000,000	–	–	9.92%	3
2017 Q4	$314M	Buy	6,000,000 +1,100,000	+22%	+$56M	11.54%	2
2017 Q3	$235M	Buy	+4,900,000	New	+$228M	9.91%	2
2017 Q2	–	Sell	-3,500,000	Closed	-$160M	–	18
2017 Q1	$145M	Buy	3,500,000 +2,000,000	+133%	+$82M	7.19%	6
2016 Q4	$57.9M	Buy	+1,500,000	New	+$58.4M	2.8%	14

Other funds holding GOOG

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Darsana Capital Partners's GOOG Position: Q2 2022 in Review

Darsana Capital Partners sold out of Alphabet (Google) Class C (GOOG) in Q2 2022, closing a stake of 300,000 shares — an estimated $41.9M sold.

Darsana Capital Partners first reported a position in GOOG in Q4 2016 and held it in 18 quarters. The position peaked at $314M in Q4 2017. 3,377 funds tracked by Wall St. Rank hold GOOG as of Q2 2022.

Darsana Capital Partners reported no remaining Alphabet (Google) Class C position as of Q2 2022 after selling out during the quarter.
Darsana Capital Partners sold 300,000 Alphabet (Google) Class C shares in Q2 2022, an estimated $41.9M.
Darsana Capital Partners first reported a position in Alphabet (Google) Class C in Q4 2016 and held it in 18 quarters.
Darsana Capital Partners's Alphabet (Google) Class C position peaked at $314M in Q4 2017.
3,377 funds tracked by Wall St. Rank held Alphabet (Google) Class C as of Q2 2022.

Based on Darsana Capital Partners's 13F filing for Q2 2022, filed 15 Aug 2022.