Sandell Asset Management’s Bob Evans Farms, Inc. BOBE Stock Holding History

Sandell Asset Management’s Portfolio BOBE Stock Details BOBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-969,200	Closed	-$66.4M	–	39
2017 Q1	$62.9M	Sell	969,200 -294,461	-23%	-$16.6M	14.9%	1
2016 Q4	$67.2M	Hold	1,263,661	–	–	18.38%	1
2016 Q3	$48.4M	Hold	1,263,661	–	–	12.75%	1
2016 Q2	$48M	Sell	1,263,661 -113,900	-8%	-$5.11M	10.63%	1
2016 Q1	$64.3M	Sell	1,377,561 -27,844	-2%	-$1.17M	15.28%	1
2015 Q4	$54.6M	Sell	1,405,405 -215,236	-13%	-$8.95M	15.06%	1
2015 Q3	$70.3M	Sell	1,620,641 -13,688	-0.8%	-$647K	10.9%	2
2015 Q2	$83.4M	Hold	1,634,329	–	–	8.85%	2
2015 Q1	$75.6M	Buy	1,634,329 +13,550	+0.8%	+$720K	7.41%	4
2014 Q4	$83M	Buy	1,620,779 +92,144	+6%	+$4.63M	8.29%	2
2014 Q3	$72.4M	Buy	1,528,635 +102,500	+7%	+$4.79M	7.71%	2
2014 Q2	$71.4M	Hold	1,426,135	–	–	13.16%	1
2014 Q1	$71.3M	Buy	1,426,135 +276,600	+24%	+$13.7M	11.6%	2
2013 Q4	$58.2M	Buy	1,149,535 +335,516	+41%	+$18.4M	11.69%	1
2013 Q3	$46.6M	Buy	814,019 +310,159	+62%	+$16M	8.09%	2
2013 Q2	$23.7M	Buy	+503,860	New	+$22.5M	3.96%	6

Other funds holding BOBE

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

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

MAP

Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return

Sandell Asset Management's BOBE Position: Q2 2017 in Review

Sandell Asset Management sold out of Bob Evans Farms, Inc. (BOBE) in Q2 2017, closing a stake of 969,200 shares — an estimated $66.4M sold.

Sandell Asset Management first reported a position in BOBE in Q2 2013 and held it in 16 quarters. The position peaked at $83.4M in Q2 2015. 180 funds tracked by Wall St. Rank hold BOBE as of Q2 2017.

Sandell Asset Management reported no remaining Bob Evans Farms, Inc. position as of Q2 2017 after selling out during the quarter.
Sandell Asset Management sold 969,200 Bob Evans Farms, Inc. shares in Q2 2017, an estimated $66.4M.
Sandell Asset Management first reported a position in Bob Evans Farms, Inc. in Q2 2013 and held it in 16 quarters.
Sandell Asset Management's Bob Evans Farms, Inc. position peaked at $83.4M in Q2 2015.
180 funds tracked by Wall St. Rank held Bob Evans Farms, Inc. as of Q2 2017.

Based on Sandell Asset Management's 13F filing for Q2 2017, filed 14 Aug 2017.