Discovery Capital Management’s Travelers Companies TRV Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-153,533	Closed	-$16.6M	–	75
2020 Q3	$16.6M	Buy	153,533 +45,700	+42%	+$4.94M	2.55%	12
2020 Q2	$12.3M	Buy	+107,833	New	+$12.3M	2.23%	12