Marketfield Asset Management’s Fifth Third Bancorp FITB Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q2
Sell
-10,268,741
Closed -$236M 61
2014
Q1
$236M Buy
10,268,741
+794,145
+8% +$18.2M 1.99% 11
2013
Q4
$199M Buy
9,474,596
+1,637,280
+21% +$34.4M 1.98% 37
2013
Q3
$142M Buy
7,837,316
+1,262,296
+19% +$22.8M 1.76% 35
2013
Q2
$119M Buy
+6,575,020
New +$119M 1.99% 22