GOOG ALPHABET INC

held 1.3 yr · 5 quarters on record · no longer held GOOG across all managers

Position over time

Period	Shares	% of portfolio	Activity	Value
Q4 2019	8,000	13.00%	—	$11M
Q3 2019	8,000	16.36%	Reduce 11.1%	$10M
Q2 2019	9,000	10.40%	NEW	$10M
Q3 2016	15,000	32.95%	—	$12M
Q2 2016	15,000	22.82%	NEW	$10M

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