Indus Capital Partners’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-480,000	Closed	-$18.6M	–	35
2018 Q3	$18.6M	Buy	480,000 +240,000	+100%	+$9.28M	2.36%	12
2018 Q2	$11.1M	Buy	240,000 +20,000	+9%	+$924K	1.12%	19
2018 Q1	$12.2M	Buy	220,000 +60,000	+38%	+$3.34M	1.39%	13
2017 Q4	$13M	Buy	+160,000	New	+$13M	1.27%	15