Jackson Square Partners’s Applied Materials AMAT Stock Holding History

Jackson Square Partners’s Portfolio AMAT Stock Details AMAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-3,210,584	Closed	-$147M	–	90
2020 Q1	$147M	Sell	3,210,584 -2,381,515	-43%	-$137M	0.93%	37
2019 Q4	$341M	Sell	5,592,099 -1,023,401	-15%	-$57.5M	1.79%	22
2019 Q3	$330M	Sell	6,615,500 -3,325,391	-33%	-$161M	1.81%	23
2019 Q2	$446M	Sell	9,940,891 -728,985	-7%	-$30.7M	2.31%	17
2019 Q1	$423M	Sell	10,669,876 -406,849	-4%	-$15.4M	2.32%	14
2018 Q4	$363M	Buy	11,076,725 +3,640,995	+49%	+$125M	2.22%	22
2018 Q3	$287M	Sell	7,435,730 -589,076	-7%	-$26.1M	1.45%	25
2018 Q2	$371M	Sell	8,024,806 -607,138	-7%	-$31.3M	1.89%	21
2018 Q1	$480M	Buy	8,631,944 +3,060,091	+55%	+$170M	2.4%	15
2017 Q4	$285M	Buy	+5,571,853	New	+$302M	1.45%	27

Other funds holding AMAT

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Jackson Square Partners's AMAT Position: Q2 2020 in Review

Jackson Square Partners sold out of Applied Materials (AMAT) in Q2 2020, closing a stake of 3,210,584 shares — an estimated $147M sold.

Jackson Square Partners first reported a position in AMAT in Q4 2017 and held it in 10 quarters. The position peaked at $480M in Q1 2018. 1,175 funds tracked by Wall St. Rank hold AMAT as of Q2 2020.

Jackson Square Partners reported no remaining Applied Materials position as of Q2 2020 after selling out during the quarter.
Jackson Square Partners sold 3,210,584 Applied Materials shares in Q2 2020, an estimated $147M.
Jackson Square Partners first reported a position in Applied Materials in Q4 2017 and held it in 10 quarters.
Jackson Square Partners's Applied Materials position peaked at $480M in Q1 2018.
1,175 funds tracked by Wall St. Rank held Applied Materials as of Q2 2020.

Based on Jackson Square Partners's 13F filing for Q2 2020, filed 7 Aug 2020.