Junto Capital Management’s Ferrari RACE Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-180,041	Closed	-$38.6M	–	105
2022 Q4	$38.6M	Sell	180,041 -26,519	-13%	-$5.68M	1.1%	42
2022 Q3	$38.2M	Buy	+206,560	New	+$38.2M	1.06%	45