WIC
STJ

Water Island Capital’s St Jude Medical STJ Stock Holding History

Water Island Capital’s Portfolio STJ Stock Details STJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,872,298
Closed -$150M – 145
2016
Q4 		$150M Buy
1,872,298
+716,859
+62% +$56.9M 10.23% 1
2016
Q3 		$92.2M Buy
1,155,439
+446,546
+63% +$36.1M 5.85% 3
2016
Q2 		$55.3M Buy
+708,893
New +$50.5M 2.74% 15

Other funds holding STJ

FPF
FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AIM
Advantage Investment Management Cedar Rapids, Iowa $128M AUM 0.94% 1-Year Est. Return

Water Island Capital's STJ Position: Q1 2017 in Review

Water Island Capital sold out of St Jude Medical (STJ) in Q1 2017, closing a stake of 1,872,298 shares — an estimated $150M sold.

Water Island Capital first reported a position in STJ in Q2 2016 and held it in 3 quarters. The position peaked at $150M in Q4 2016. 4 funds tracked by Wall St. Rank hold STJ as of Q1 2017.

  • Water Island Capital reported no remaining St Jude Medical position as of Q1 2017 after selling out during the quarter.
  • Water Island Capital sold 1,872,298 St Jude Medical shares in Q1 2017, an estimated $150M.
  • Water Island Capital first reported a position in St Jude Medical in Q2 2016 and held it in 3 quarters.
  • Water Island Capital's St Jude Medical position peaked at $150M in Q4 2016.
  • 4 funds tracked by Wall St. Rank held St Jude Medical as of Q1 2017.

Based on Water Island Capital's 13F filing for Q1 2017, filed 15 May 2017.