Jana Partners’s Energy Select Sector SPDR Fund XLE Stock Holding History

Quarter	Market Value	Status	Shares	Shares Change %	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-50,000	Closed	-$3.37M	–	58
2018 Q1	$3.37M	Buy	+50,000	New	+$3.37M	0.1%	32
2017 Q2	–	Sell	-57,180	Closed	-$4M	–	48
2017 Q1	$4M	Buy	+57,180	New	+$4M	0.07%	38
2016 Q4	–	Sell	-143,000	Closed	-$10.1M	–	51
2016 Q3	$10.1M	Buy	+143,000	New	+$10.1M	0.18%	26
2014 Q4	–	Hold	0	–	–	–	42
2014 Q3	–	Hold	0	–	–	–	73
2014 Q2	–	Hold	0	–	–	–	64