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Aperio Group’s iRhythm Holdings IRTC Stock Holding History

Aperio Group’s Portfolio IRTC Stock Details IRTC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$2.22M Buy
9,341
+893
+11% +$204K 0.01% 1189
2020
Q3 		$2.01M Buy
8,448
+1,373
+19% +$243K 0.01% 1112
2020
Q2 		$820K Sell
7,075
-107
-1% -$11.8K ﹤0.01% 1507
2020
Q1 		$584K Buy
7,182
+1,444
+25% +$120K ﹤0.01% 1572
2019
Q4 		$391K Sell
5,738
-1,603
-22% -$109K ﹤0.01% 1939
2019
Q3 		$544K Buy
7,341
+969
+15% +$75.1K ﹤0.01% 1713
2019
Q2 		$504K Sell
6,372
-458
-7% -$33.4K ﹤0.01% 1778
2019
Q1 		$512K Buy
6,830
+511
+8% +$43.7K ﹤0.01% 1742
2018
Q4 		$439K Buy
6,319
+1,151
+22% +$87.3K ﹤0.01% 1760
2018
Q3 		$489K Sell
5,168
-1,984
-28% -$173K ﹤0.01% 1775
2018
Q2 		$580K Sell
7,152
-1,464
-17% -$102K ﹤0.01% 1677
2018
Q1 		$542K Sell
8,616
-815
-9% -$50.5K ﹤0.01% 1659
2017
Q4 		$529K Buy
+9,431
New +$493K ﹤0.01% 1676

Other funds holding IRTC

Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Aperio Group's IRTC Position: Q4 2020 in Review

Aperio Group increased its iRhythm Holdings (IRTC) stake by 11% in Q4 2020, buying an estimated $204K and bringing the position to 9,341 shares worth $2.22M. The position accounts for 0.01% of the portfolio, ranked #1189.

Aperio Group first reported a position in IRTC in Q4 2017 and has held it in 13 quarters since. 235 funds tracked by Wall St. Rank hold IRTC as of Q4 2020.

  • Aperio Group held 9,341 shares of iRhythm Holdings worth $2.22M as of Q4 2020.
  • Aperio Group bought 893 iRhythm Holdings shares in Q4 2020, an estimated $204K.
  • iRhythm Holdings made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1189 holding.
  • Aperio Group first reported a position in iRhythm Holdings in Q4 2017 and has held it in 13 quarters since.
  • 235 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2020.

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