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EFG Asset Management (Americas)’s CareDx CDNA Stock Holding History

EFG Asset Management (Americas)’s Portfolio CDNA Stock Details CDNA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-11,924
Closed -$136K – 136
2022
Q4 		$136K Buy
11,924
+760
+7% +$11.3K 0.03% 130
2022
Q3 		$190K Buy
+11,164
New +$240K 0.05% 130
2022
Q2 		– Sell
-7,994
Closed -$296K – 129
2022
Q1 		$296K Buy
7,994
+2,375
+42% +$92.6K 0.05% 124
2021
Q4 		$256K Buy
5,619
+1,415
+34% +$73.9K 0.04% 129
2021
Q3 		$266K Buy
+4,204
New +$320K 0.05% 134

Other funds holding CDNA

AIM
ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.2B AUM 54.85% 1-Year Est. Return
AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

EFG Asset Management (Americas)'s CDNA Position: Q1 2023 in Review

EFG Asset Management (Americas) sold out of CareDx (CDNA) in Q1 2023, closing a stake of 11,924 shares — an estimated $136K sold.

EFG Asset Management (Americas) first reported a position in CDNA in Q3 2021 and held it in 5 quarters. The position peaked at $296K in Q1 2022. 156 funds tracked by Wall St. Rank hold CDNA as of Q1 2023.

  • EFG Asset Management (Americas) reported no remaining CareDx position as of Q1 2023 after selling out during the quarter.
  • EFG Asset Management (Americas) sold 11,924 CareDx shares in Q1 2023, an estimated $136K.
  • EFG Asset Management (Americas) first reported a position in CareDx in Q3 2021 and held it in 5 quarters.
  • EFG Asset Management (Americas)'s CareDx position peaked at $296K in Q1 2022.
  • 156 funds tracked by Wall St. Rank held CareDx as of Q1 2023.

Based on EFG Asset Management (Americas)'s 13F filing for Q1 2023, filed 4 May 2023.