Stephen Mandel’s Airgas Inc ARG Stock Holding History

Stephen Mandel’s Portfolio ARG Stock Details ARG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2013 Q3	–	Sell	-902,488	Closed	-$86.2M	–	68
2013 Q2	$86.2M	Buy	+902,488	New	+$88.6M	0.42%	51

Other funds holding ARG

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

MCM

Munder Capital Management Birmingham, Michigan $13.4B AUM 18.35% 1-Year Est. Return

Stephen Mandel's ARG Position: Q3 2013 in Review

Stephen Mandel sold out of Airgas Inc (ARG) in Q3 2013, closing a stake of 902,488 shares — an estimated $86.2M sold.

Stephen Mandel first reported a position in ARG in Q2 2013 and held it in 1 quarter. The position peaked at $86.2M in Q2 2013. 348 funds tracked by Wall St. Rank hold ARG as of Q3 2013.

Stephen Mandel reported no remaining Airgas Inc position as of Q3 2013 after selling out during the quarter.
Stephen Mandel sold 902,488 Airgas Inc shares in Q3 2013, an estimated $86.2M.
Stephen Mandel first reported a position in Airgas Inc in Q2 2013 and held it in 1 quarter.
Stephen Mandel's Airgas Inc position peaked at $86.2M in Q2 2013.
348 funds tracked by Wall St. Rank held Airgas Inc as of Q3 2013.

Based on Lone Pine Capital's 13F filing for Q3 2013, filed 14 Nov 2013.