EFG Asset Management’s CareDx CDNA Stock Holding History

EFG Asset Management’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	-169,926	Closed	-$1.94M	–	182
2022 Q4	$1.94M	Buy	169,926 +14,524	+9%	+$215K	0.44%	79
2022 Q3	$2.65M	Buy	155,402 +19,462	+14%	+$418K	0.61%	53
2022 Q2	$2.92M	Buy	135,940 +30,000	+28%	+$832K	0.62%	55
2022 Q1	$3.92M	Buy	105,940 +28,942	+38%	+$1.13M	0.59%	56
2021 Q4	$3.5M	Buy	+76,998	New	+$4.02M	0.46%	62

Other funds holding CDNA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

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

Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return

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 New York $166B AUM 43.98% 1-Year Est. Return

Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return

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

EFG Asset Management sold out of CareDx (CDNA) in Q1 2023, closing a stake of 169,926 shares — an estimated $1.94M sold.

EFG Asset Management first reported a position in CDNA in Q4 2021 and held it in 5 quarters. The position peaked at $3.92M in Q1 2022. 156 funds tracked by Wall St. Rank hold CDNA as of Q1 2023.

EFG Asset Management reported no remaining CareDx position as of Q1 2023 after selling out during the quarter.
EFG Asset Management sold 169,926 CareDx shares in Q1 2023, an estimated $1.94M.
EFG Asset Management first reported a position in CareDx in Q4 2021 and held it in 5 quarters.
EFG Asset Management's CareDx position peaked at $3.92M in Q1 2022.
156 funds tracked by Wall St. Rank held CareDx as of Q1 2023.

Based on EFG Asset Management's 13F filing for Q1 2023, filed 27 Apr 2023.