Lansdowne Partners (UK)’s Applied Materials AMAT Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q3	–	Sell	-452,192	Closed	-$41.1M	–	18
2022 Q2	$41.1M	Sell	452,192 -524,567	-54%	-$57.5M	5.8%	8
2022 Q1	$129M	Buy	976,759 +206,794	+27%	+$28.5M	10.85%	4
2021 Q4	$121M	Sell	769,965 -364,625	-32%	-$52.8M	7.45%	7
2021 Q3	$146M	Sell	1,134,590 -139,686	-11%	-$19M	7.34%	7
2021 Q2	$181M	Sell	1,274,276 -718,453	-36%	-$96.4M	8.01%	4
2021 Q1	$266M	Sell	1,992,729 -659,905	-25%	-$72.8M	11.83%	2
2020 Q4	$229M	Buy	2,652,634 +96,929	+4%	+$7.16M	9.85%	3
2020 Q3	$152M	Sell	2,555,705 -1,026,400	-29%	-$63.4M	7.93%	3
2020 Q2	$217M	Sell	3,582,105 -954,833	-21%	-$51.5M	9.43%	3
2020 Q1	$208M	Buy	4,536,938 +384,516	+9%	+$22.1M	12.16%	3
2019 Q4	$253M	Buy	4,152,422 +358,432	+9%	+$20.1M	8.95%	4
2019 Q3	$189M	Buy	3,793,990 +993,020	+35%	+$47.9M	6.13%	6
2019 Q2	$126M	Sell	2,800,970 -2,744,468	-49%	-$116M	3.53%	9
2019 Q1	$220M	Sell	5,545,438 -2,129,731	-28%	-$80.9M	5.32%	9
2018 Q4	$251M	Sell	7,675,169 -68,835	-0.9%	-$2.36M	4.64%	9
2018 Q3	$299M	Buy	7,744,004 +2,684,138	+53%	+$119M	3.46%	13
2018 Q2	$234M	Buy	5,059,866 +2,316,763	+84%	+$119M	2.42%	12
2018 Q1	$153M	Sell	2,743,103 -4,513,985	-62%	-$251M	1.62%	11
2017 Q4	$371M	Buy	+7,257,088	New	+$393M	3.47%	10