Broad Run's position in Applied Materials is currently worth $67.2M. That's 1.41% of their equity portfolio (3rd largest holding). The first Applied Materials trade was made in Q3 2021. Since then Broad Run bought shares five more times and sold shares on thirteen occasions. The stake costed the investor $20M, netting the investor a gain of 237% so far.
Applied Materials is a key player in the semiconductor industry, offering equipment and services. Click here to read why AMAT stock is a Hold.
Applied Materials stock shows improving price performance, earning an upgrade to its IBD Relative Strength Rating.
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