Sitrin Capital Management’s Centene CNC Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Shares Change %	Capital Flow	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-82,384	Closed	-$4.89M	–	34
2020 Q1	$4.89M	Buy	+82,384	New	+$4.89M	2.9%	21