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Orbis Investment Management (US)’s Qorvo QRVO Stock Holding History

Orbis Investment Management (US)’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
Q4 		$957K Sell
15,764
-16,051
-50% -$1.08M 0.96% 23
2018
Q3 		$2.45M Sell
31,815
-9,834
-24% -$788K 1.77% 19
2018
Q2 		$3.34M Sell
41,649
-13,752
-25% -$1.06M 2.53% 18
2018
Q1 		$3.9M Buy
+55,401
New +$4.17M 2.72% 16

Other funds holding QRVO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BG
Baupost Group Boston, Massachusetts $5.12B AUM 15.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
MNG
Manning & Napier Group Fairport, New York $8.76B AUM 23.27% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
SCP
Soroban Capital Partners New York $51.8B AUM 21.41% 1-Year Est. Return

Orbis Investment Management (US)'s QRVO Position: Q4 2018 in Review

Orbis Investment Management (US) reduced its Qorvo (QRVO) stake by 50% in Q4 2018, selling an estimated $1.08M and leaving 15,764 shares worth $957K. The position accounts for 0.96% of the portfolio, ranked #23.

Orbis Investment Management (US) first reported a position in QRVO in Q1 2018 and has held it in 4 quarters since. The position peaked at $3.9M in Q1 2018. 422 funds tracked by Wall St. Rank hold QRVO as of Q4 2018.

  • Orbis Investment Management (US) held 15,764 shares of Qorvo worth $957K as of Q4 2018.
  • Orbis Investment Management (US) sold 16,051 Qorvo shares in Q4 2018, an estimated $1.08M.
  • Qorvo made up 0.96% of Orbis Investment Management (US)'s portfolio in Q4 2018, its #23 holding.
  • Orbis Investment Management (US) first reported a position in Qorvo in Q1 2018 and has held it in 4 quarters since.
  • Orbis Investment Management (US)'s Qorvo position peaked at $3.9M in Q1 2018.
  • 422 funds tracked by Wall St. Rank held Qorvo as of Q4 2018.

Based on Orbis Investment Management (US)'s 13F filing for Q4 2018, filed 14 Feb 2019.