Kerrisdale Advisers’s Centene CNC Stock Holding History

Kerrisdale Advisers’s Portfolio CNC Stock Details CNC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell
2020 Q3	$21M	Buy
2020 Q2	$8.74M	Buy
2020 Q1	–	Sell
2019 Q4	$1.57M	Buy
2015 Q4	–	Sell
2015 Q3	$1.52M	Buy
2014 Q4	–	Sell
2014 Q3	$4.56M	Sell
2014 Q2	$6.83M	Buy