Lansdowne Partners (UK) — AMAT Trade History
Quarter-by-quarter changes in the APPLIED MATLS INC position · CUSIP 038222105
Sold outFirst seen: 2017 Q4
| Quarter | Filed | Activity | Shares | Δ Shares | Δ % | Value | % Port. |
|---|---|---|---|---|---|---|---|
| 2026 Q2 | 2026-08-14 | — | — | — | — | — | — |
| 2026 Q1 | 2026-05-14 | — | — | — | — | — | — |
| 2025 Q4 | 2026-02-13 | — | — | — | — | — | — |
| 2025 Q3 | 2025-11-19 | — | — | — | — | — | — |
| 2025 Q2 | 2025-08-14 | — | — | — | — | — | — |
| 2023 Q4 | 2025-05-20 | — | — | — | — | — | — |
| 2024 Q1 | 2025-05-20 | — | — | — | — | — | — |
| 2024 Q2 | 2025-05-20 | — | — | — | — | — | — |
| 2024 Q3 | 2025-05-15 | — | — | — | — | — | — |
| 2024 Q4 | 2025-05-15 | — | — | — | — | — | — |
| 2025 Q1 | 2025-05-14 | — | — | — | — | — | — |
| 2023 Q3 | 2023-11-14 | — | — | — | — | — | — |
| 2023 Q2 | 2023-08-14 | — | — | — | — | — | — |
| 2023 Q1 | 2023-05-15 | — | — | — | — | — | — |
| 2022 Q4 | 2023-02-10 | — | — | — | — | — | — |
| 2022 Q3 | 2022-11-10 | Sold out | — | -452,192 | -100.0% | — | — |
| 2022 Q2 | 2022-08-12 | Reduce | 452,192 | -524,567 | -53.7% | $41.1M | 5.80% |
| 2022 Q1 | 2022-05-16 | Add | 976,759 | 206,794 | +26.9% | $128.7M | 10.66% |
| 2021 Q4 | 2022-02-14 | Reduce | 769,965 | -364,625 | -32.1% | $121.2M | 7.34% |
| 2021 Q3 | 2021-11-12 | Reduce | 1,134,590 | -139,686 | -11.0% | $146.1M | 6.88% |
| 2021 Q2 | 2021-08-13 | Reduce | 1,274,276 | -718,453 | -36.1% | $181.5M | 7.25% |
| 2021 Q1 | 2021-05-13 | Reduce | 1,992,729 | -659,905 | -24.9% | $266.2M | 8.67% |
| 2020 Q4 | 2021-02-16 | Add | 2,652,634 | 96,929 | +3.8% | $228.9M | 7.41% |
| 2020 Q3 | 2020-11-16 | Reduce | 2,555,705 | -1,026,400 | -28.7% | $151.9M | 6.11% |
| 2020 Q2 | 2020-08-14 | Reduce | 3,582,105 | -954,833 | -21.0% | $216.5M | 9.05% |
| 2020 Q1 | 2020-05-15 | Add | 4,536,938 | 384,516 | +9.3% | $207.9M | 11.52% |
| 2019 Q4 | 2020-02-14 | Add | 4,152,422 | 358,432 | +9.4% | $253.5M | 6.86% |
| 2019 Q3 | 2019-11-13 | New | 3,793,990 | 3,793,990 | — | $189.3M | 5.04% |
| 2019 Q2 | 2019-08-13 | — | — | — | — | — | — |
| 2019 Q1 | 2019-05-15 | — | — | — | — | — | — |
| 2018 Q4 | 2019-02-13 | — | — | — | — | — | — |
| 2018 Q3 | 2018-11-13 | — | — | — | — | — | — |
| 2018 Q2 | 2018-08-13 | — | — | — | — | — | — |
| 2018 Q1 | 2018-05-14 | — | — | — | — | — | — |
| 2017 Q4 | 2018-02-13 | — | — | — | — | — | — |
| 2017 Q3 | 2017-11-13 | — | — | — | — | — | — |
| 2017 Q2 | 2017-08-11 | — | — | — | — | — | — |
| 2017 Q1 | 2017-05-12 | — | — | — | — | — | — |
| 2016 Q4 | 2017-02-13 | — | — | — | — | — | — |
| 2016 Q3 | 2016-11-10 | — | — | — | — | — | — |
Share counts are split-adjusted. Time held counts consecutive quarters ending with the latest filing; more than ten years shows as ">10 Years".
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.