Echo Street Capital Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Echo Street Capital Management’s Portfolio SWAV Stock Details SWAV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-4,867	Closed	-$969K	–	447
2023 Q3	$969K	Buy	4,867 +509	+12%	+$120K	0.01%	146
2023 Q2	$1.24M	Buy	+4,358	New	+$1.21M	0.01%	118
2023 Q1	–	Sell	-7,395	Closed	-$1.52M	–	620
2022 Q4	$1.52M	Buy	7,395 +5,350	+262%	+$1.35M	0.01%	113
2022 Q3	$569K	Buy	+2,045	New	+$520K	0.01%	247

Other funds holding SWAV

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Echo Street Capital Management's SWAV Position: Q4 2023 in Review

Echo Street Capital Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 4,867 shares — an estimated $969K sold.

Echo Street Capital Management first reported a position in SWAV in Q3 2022 and held it in 4 quarters. The position peaked at $1.52M in Q4 2022. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Echo Street Capital Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Echo Street Capital Management sold 4,867 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $969K.
Echo Street Capital Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2022 and held it in 4 quarters.
Echo Street Capital Management's Shockwave Medical, Inc. Common Stock position peaked at $1.52M in Q4 2022.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Echo Street Capital Management's 13F filing for Q4 2023, filed 8 Feb 2024.