Eminence Capital’s B/E Aerospace Inc BEAV Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2015
Q2
Sell
-1,528,899
Closed -$97.3M 70
2015
Q1
$97.3M Sell
1,528,899
-59,793
-4% -$3.8M 1.51% 26
2014
Q4
$92.2M Buy
+1,588,692
New +$92.2M 1.34% 37
2014
Q2
Sell
-1,103,402
Closed -$69.3M 75
2014
Q1
$69.3M Sell
1,103,402
-2,696
-0.2% -$169K 1.12% 42
2013
Q4
$69.7M Sell
1,106,098
-220,057
-17% -$13.9M 1.24% 40
2013
Q3
$70.9M Sell
1,326,155
-627,495
-32% -$33.5M 1.57% 28
2013
Q2
$89.2M Buy
+1,953,650
New +$89.2M 2.19% 15