Marcato Capital Management’s Avnet AVT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2017
Q4
Sell
-480,115
Closed -$18.9M 20
2017
Q3
$18.9M Sell
480,115
-51,270
-10% -$2.01M 2.15% 12
2017
Q2
$20.7M Sell
531,385
-809,850
-60% -$31.5M 2.57% 12
2017
Q1
$61.4M Buy
+1,341,235
New +$61.4M 6.72% 7