Krensavage Asset Management’s CONMED CNMD Stock Holding History

Krensavage Asset Management’s Portfolio CNMD Stock Details CNMD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-163,924	Closed	-$10.4M	–	15
2018 Q1	$10.4M	Sell	163,924 -623	-0.4%	-$37.2K	2.52%	13
2017 Q4	$8.39M	Sell	164,547 -27,054	-14%	-$1.41M	2.61%	13
2017 Q3	$10.1M	Sell	191,601 -34,896	-15%	-$1.75M	3.13%	11
2017 Q2	$11.5M	Sell	226,497 -129,807	-36%	-$6.42M	3.5%	12
2017 Q1	$15.8M	Buy	356,304 +27,627	+8%	+$1.19M	5.1%	10
2016 Q4	$14.5M	Buy	328,677 +2,892	+0.9%	+$123K	5.21%	10
2016 Q3	$13.1M	Sell	325,785 -3,357	-1%	-$143K	4.72%	12
2016 Q2	$15.7M	Buy	329,142 +1,682	+0.5%	+$71.2K	5.66%	10
2016 Q1	$13.7M	Sell	327,460 -1,551	-0.5%	-$60.9K	4.93%	10
2015 Q4	$14.5M	Buy	329,011 +54,483	+20%	+$2.36M	4.62%	9
2015 Q3	$13.1M	Buy	274,528 +9,100	+3%	+$500K	4.74%	10
2015 Q2	$15.5M	Buy	265,428 +14,154	+6%	+$763K	5.83%	8
2015 Q1	$12.7M	Sell	251,274 -6,843	-3%	-$335K	5.78%	8
2014 Q4	$11.6M	Buy	+258,117	New	+$10.8M	6.47%	7

Other funds holding CNMD

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SCM

Scopia Capital Management New York $146M AUM 25.93% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Krensavage Asset Management's CNMD Position: Q2 2018 in Review

Krensavage Asset Management sold out of CONMED (CNMD) in Q2 2018, closing a stake of 163,924 shares — an estimated $10.4M sold.

Krensavage Asset Management first reported a position in CNMD in Q4 2014 and held it in 14 quarters. The position peaked at $15.8M in Q1 2017. 196 funds tracked by Wall St. Rank hold CNMD as of Q2 2018.

Krensavage Asset Management reported no remaining CONMED position as of Q2 2018 after selling out during the quarter.
Krensavage Asset Management sold 163,924 CONMED shares in Q2 2018, an estimated $10.4M.
Krensavage Asset Management first reported a position in CONMED in Q4 2014 and held it in 14 quarters.
Krensavage Asset Management's CONMED position peaked at $15.8M in Q1 2017.
196 funds tracked by Wall St. Rank held CONMED as of Q2 2018.

Based on Krensavage Asset Management's 13F filing for Q2 2018, filed 13 Aug 2018.