Cresset Asset Management’s iRhythm Holdings IRTC Stock Holding History

Cresset Asset Management’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
2023 Q3	–	Sell	-2,071	Closed	-$216K	–	1891
2023 Q2	$216K	Buy	+2,071	New	+$249K	﹤0.01%	1701
2019 Q2	–	Sell	-1,811	Closed	-$136K	–	1055
2019 Q1	$136K	Buy	+1,811	New	+$155K	0.01%	468

Other funds holding IRTC

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

SPC

Slate Path Capital New York $6.73B AUM 95.97% 1-Year Est. Return

Cresset Asset Management's IRTC Position: Q3 2023 in Review

Cresset Asset Management sold out of iRhythm Holdings (IRTC) in Q3 2023, closing a stake of 2,071 shares — an estimated $216K sold.

Cresset Asset Management first reported a position in IRTC in Q1 2019 and held it in 2 quarters. The position peaked at $216K in Q2 2023. 223 funds tracked by Wall St. Rank hold IRTC as of Q3 2023.

Cresset Asset Management reported no remaining iRhythm Holdings position as of Q3 2023 after selling out during the quarter.
Cresset Asset Management sold 2,071 iRhythm Holdings shares in Q3 2023, an estimated $216K.
Cresset Asset Management first reported a position in iRhythm Holdings in Q1 2019 and held it in 2 quarters.
Cresset Asset Management's iRhythm Holdings position peaked at $216K in Q2 2023.
223 funds tracked by Wall St. Rank held iRhythm Holdings as of Q3 2023.

Based on Cresset Asset Management's 13F filing for Q3 2023, filed 14 Nov 2023.