AG
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Aperio Group’s AtriCure ATRC Stock Holding History

Aperio Group’s Portfolio ATRC Stock Details ATRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$431K Sell
7,750
-2
-0% -$86 ﹤0.01% 2035
2020
Q3 		$309K Sell
7,752
-531
-6% -$22.5K ﹤0.01% 2060
2020
Q2 		$372K Sell
8,283
-1,172
-12% -$51K ﹤0.01% 1918
2020
Q1 		$318K Sell
9,455
-164
-2% -$5.9K ﹤0.01% 1872
2019
Q4 		$313K Buy
9,619
+902
+10% +$25.7K ﹤0.01% 2045
2019
Q3 		$217K Buy
8,717
+168
+2% +$4.8K ﹤0.01% 2144
2019
Q2 		$255K Buy
8,549
+50
+0.6% +$1.46K ﹤0.01% 2085
2019
Q1 		$228K Buy
8,499
+307
+4% +$9.32K ﹤0.01% 2116
2018
Q4 		$251K Buy
8,192
+2,126
+35% +$66.2K ﹤0.01% 2029
2018
Q3 		$212K Buy
+6,066
New +$192K ﹤0.01% 2166

Other funds holding ATRC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Aperio Group's ATRC Position: Q4 2020 in Review

Aperio Group reduced its AtriCure (ATRC) stake by 0.03% in Q4 2020, selling an estimated $86 and leaving 7,750 shares worth $431K. The position accounts for ﹤0.01% of the portfolio, ranked #2035.

Aperio Group first reported a position in ATRC in Q3 2018 and has held it in 10 quarters since. 198 funds tracked by Wall St. Rank hold ATRC as of Q4 2020.

  • Aperio Group held 7,750 shares of AtriCure worth $431K as of Q4 2020.
  • Aperio Group sold 2 AtriCure shares in Q4 2020, an estimated $86.
  • AtriCure made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #2035 holding.
  • Aperio Group first reported a position in AtriCure in Q3 2018 and has held it in 10 quarters since.
  • 198 funds tracked by Wall St. Rank held AtriCure as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.