Elkfork Partners’s Qorvo QRVO Stock Holding History

Elkfork Partners’s Portfolio QRVO Stock Details QRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	$8.09M	Buy	109,140 +20,128	+23%	+$1.46M	0.2%	102
2019 Q2	$5.93M	Buy	89,012 +24,174	+37%	+$1.68M	0.14%	135
2019 Q1	$4.65M	Buy	64,838 +41,480	+178%	+$2.75M	0.12%	164
2018 Q4	$1.42M	Sell	23,358 -7,310	-24%	-$492K	0.04%	297
2018 Q3	$2.36M	Sell	30,668 -20,944	-41%	-$1.68M	0.06%	254
2018 Q2	$4.14M	Buy	51,612 +17,510	+51%	+$1.35M	0.11%	178
2018 Q1	$2.4M	Buy	34,102 +24,004	+238%	+$1.81M	0.06%	218
2017 Q4	$673K	Sell	10,098 -13,906	-58%	-$1.01M	0.02%	453
2017 Q3	$1.7M	Sell	24,004 -68,612	-74%	-$4.79M	0.05%	259
2017 Q2	$5.87M	Sell	92,616 -18,564	-17%	-$1.33M	0.18%	112
2017 Q1	$7.62M	Buy	111,180 +82,348	+286%	+$5.29M	0.23%	87
2016 Q4	$1.52M	Buy	+28,832	New	+$1.57M	0.05%	251

Other funds holding QRVO

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

SCP

Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

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

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Elkfork Partners's QRVO Position: Q3 2019 in Review

Elkfork Partners increased its Qorvo (QRVO) stake by 23% in Q3 2019, buying an estimated $1.46M and bringing the position to 109,140 shares worth $8.09M. The position accounts for 0.2% of the portfolio, ranked #102.

Elkfork Partners first reported a position in QRVO in Q4 2016 and has held it in 12 quarters since. 450 funds tracked by Wall St. Rank hold QRVO as of Q3 2019.

Elkfork Partners held 109,140 shares of Qorvo worth $8.09M as of Q3 2019.
Elkfork Partners bought 20,128 Qorvo shares in Q3 2019, an estimated $1.46M.
Qorvo made up 0.2% of Elkfork Partners's portfolio in Q3 2019, its #102 holding.
Elkfork Partners first reported a position in Qorvo in Q4 2016 and has held it in 12 quarters since.
450 funds tracked by Wall St. Rank held Qorvo as of Q3 2019.

Based on Elkfork Partners's 13F filing for Q3 2019, filed 14 Nov 2019.