Orbis Allan Gray’s Qorvo QRVO Stock Holding History

Orbis Allan Gray’s Portfolio QRVO Stock Details QRVO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-592,110	Closed	-$47.5M	–	61
2018 Q2	$47.5M	Sell	592,110 -1,110,709	-65%	-$85.9M	0.26%	40
2018 Q1	$120M	Buy	+1,702,819	New	+$128M	0.69%	31

Other funds holding QRVO

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

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

Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

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

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

IAM

Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return

MNG

Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Orbis Allan Gray's QRVO Position: Q3 2018 in Review

Orbis Allan Gray sold out of Qorvo (QRVO) in Q3 2018, closing a stake of 592,110 shares — an estimated $47.5M sold.

Orbis Allan Gray first reported a position in QRVO in Q1 2018 and held it in 2 quarters. The position peaked at $120M in Q1 2018. 432 funds tracked by Wall St. Rank hold QRVO as of Q3 2018.

Orbis Allan Gray reported no remaining Qorvo position as of Q3 2018 after selling out during the quarter.
Orbis Allan Gray sold 592,110 Qorvo shares in Q3 2018, an estimated $47.5M.
Orbis Allan Gray first reported a position in Qorvo in Q1 2018 and held it in 2 quarters.
Orbis Allan Gray's Qorvo position peaked at $120M in Q1 2018.
432 funds tracked by Wall St. Rank held Qorvo as of Q3 2018.

Based on Orbis Allan Gray's 13F filing for Q3 2018, filed 14 Nov 2018.