ClearBridge Investments

ClearBridge Investments’s Silk Road Medical, Inc. Common Stock SILK Stock Holding History

ClearBridge Investments’s Portfolio SILK Stock Details SILK Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-1,725,913	Closed	-$25.9M	–	765
2023 Q3	$25.9M	Sell	1,725,913 -10,694	-0.6%	-$223K	0.02%	390
2023 Q2	$56.4M	Buy	1,736,607 +7,506	+0.4%	+$274K	0.05%	298
2023 Q1	$67.7M	Buy	1,729,101 +56,517	+3%	+$2.76M	0.06%	264
2022 Q4	$88.4M	Buy	1,672,584 +129,132	+8%	+$6.29M	0.09%	225
2022 Q3	$69.5M	Buy	1,543,452 +9,595	+0.6%	+$413K	0.07%	257
2022 Q2	$55.8M	Buy	1,533,857 +169,428	+12%	+$6.16M	0.05%	303
2022 Q1	$56.3M	Buy	1,364,429 +7,337	+0.5%	+$258K	0.04%	333
2021 Q4	$57.8M	Sell	1,357,092 -2,605	-0.2%	-$130K	0.04%	337
2021 Q3	$74.8M	Sell	1,359,697 -1,548	-0.1%	-$81K	0.05%	282
2021 Q2	$65.1M	Buy	1,361,245 +1,117	+0.1%	+$56.9K	0.05%	325
2021 Q1	$68.9M	Buy	1,360,128 +351,697	+35%	+$19.5M	0.05%	288
2020 Q4	$63.5M	Buy	1,008,431 +116,118	+13%	+$7.2M	0.05%	295
2020 Q3	$60M	Buy	892,313 +136,740	+18%	+$7.46M	0.05%	261
2020 Q2	$31.7M	Buy	755,573 +71,413	+10%	+$2.74M	0.03%	347
2020 Q1	$21.5M	Buy	684,160 +264,304	+63%	+$10.6M	0.02%	359
2019 Q4	$16.9M	Buy	+419,856	New	+$14.7M	0.01%	476

Other funds holding SILK

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

Jefferies Financial Group New York $8.2B AUM 40.95% 1-Year Est. Return

Armistice Capital New York $3.03B AUM 36.06% 1-Year Est. Return

D.E. Shaw & Co New York $127B AUM 43.98% 1-Year Est. Return

Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return