Iron Triangle Partners’s CONMED CNMD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2022
Q3
Sell
-260,000
Closed -$24.9M 30
2022
Q2
$24.9M Buy
260,000
+99,470
+62% +$9.53M 3.23% 14
2022
Q1
$23.8M Buy
160,530
+10,753
+7% +$1.6M 2.84% 18
2021
Q4
$21.2M Sell
149,777
-40,223
-21% -$5.7M 2.96% 19
2021
Q3
$24.9M Sell
190,000
-27,204
-13% -$3.56M 3.57% 10
2021
Q2
$29.9M Buy
217,204
+17,204
+9% +$2.36M 3.07% 19
2021
Q1
$26.1M Buy
200,000
+51,683
+35% +$6.75M 3.32% 15
2020
Q4
$16.6M Buy
+148,317
New +$16.6M 2.15% 20