William Von Mueffling - Cantillon Capital Management
Holding/activity history for Applied Materials (AMAT)
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Reported Price |
| 2023 Q4 | 3,476,251 | 3.76 | Reduce 2.36% | 0.09 | $162.07 |
| 2023 Q3 | 3,560,096 | 3.66 | Reduce 0.39% | 0.01 | $138.45 |
| 2023 Q2 | 3,574,017 | 3.61 | Add 6.38% | 0.22 | $144.54 |
| 2023 Q1 | 3,359,779 | 3.36 | Reduce 1.68% | 0.06 | $122.83 |
| 2022 Q4 | 3,417,270 | 2.82 | Reduce 1.54% | 0.04 | $97.38 |
| 2022 Q3 | 3,470,583 | 2.58 | Reduce 0.89% | 0.02 | $81.93 |
| 2022 Q2 | 3,501,758 | 2.66 | Reduce 0.29% | 0.01 | $90.98 |
| 2022 Q1 | 3,511,824 | 3.30 | Add 2.80% | 0.09 | $131.80 |
| 2021 Q4 | 3,416,194 | 3.55 | Reduce 6.89% | 0.26 | $157.36 |
| 2021 Q3 | 3,668,926 | 3.22 | Reduce 1.68% | 0.05 | $128.73 |
| 2021 Q2 | 3,731,428 | 3.58 | Reduce 1.19% | 0.04 | $142.40 |
| 2021 Q1 | 3,776,538 | 3.67 | Reduce 2.92% | 0.11 | $133.60 |
| 2020 Q4 | 3,890,325 | 2.52 | Reduce 0.89% | 0.02 | $86.30 |
| 2020 Q3 | 3,925,384 | 1.95 | Reduce 1.10% | 0.02 | $59.45 |
| 2020 Q2 | 3,968,872 | 2.08 | Add 62.71% | 0.80 | $60.45 |
| 2020 Q1 | 2,439,237 | 1.24 | Buy | 1.24 | $45.82 |