Emerald Mutual Fund Advisers Trust’s AtriCure ATRC Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-19,408	Closed	-$593K	–	212
2024 Q4	$593K	Sell	19,408 -230,096	-92%	-$7.4M	0.04%	153
2024 Q3	$7M	Sell	249,504 -5,737	-2%	-$141K	0.36%	88
2024 Q2	$5.81M	Sell	255,241 -16,573	-6%	-$383K	0.3%	96
2024 Q1	$8.27M	Sell	271,814 -90,545	-25%	-$3.03M	0.43%	89
2023 Q4	$12.9M	Sell	362,359 -49,041	-12%	-$1.82M	0.68%	61
2023 Q3	$18M	Hold	411,400	–	–	1.09%	30
2023 Q2	$20.3M	Hold	411,400	–	–	1.1%	31
2023 Q1	$17.1M	Buy	411,400 +5,700	+1%	+$237K	1.01%	35
2022 Q4	$18M	Buy	405,700 +56,620	+16%	+$2.37M	1.12%	32
2022 Q3	$13.6M	Sell	349,080 -28,259	-7%	-$1.29M	0.86%	47
2022 Q2	$15.4M	Buy	377,339 +18,673	+5%	+$884K	0.89%	40
2022 Q1	$23.6M	Sell	358,666 -79,313	-18%	-$5.14M	1.04%	33
2021 Q4	$30.5M	Sell	437,979 -49,483	-10%	-$3.6M	1.07%	36
2021 Q3	$33.9M	Sell	487,462 -52,394	-10%	-$4.03M	1.17%	29
2021 Q2	$42.8M	Hold	539,856	–	–	1.4%	14
2021 Q1	$35.4M	Buy	539,856 +21,820	+4%	+$1.34M	1.17%	19
2020 Q4	$28.8M	Buy	518,036 +40,972	+9%	+$1.77M	1%	29
2020 Q3	$19M	Sell	477,064 -19	-0%	-$806	0.84%	48
2020 Q2	$21.4M	Buy	477,083 +60,431	+15%	+$2.63M	1.01%	31
2020 Q1	$14M	Sell	416,652 -17,260	-4%	-$621K	0.88%	39
2019 Q4	$14.1M	Hold	433,912	–	–	0.58%	69
2019 Q3	$10.8M	Hold	433,912	–	–	0.48%	76
2019 Q2	$12.9M	Hold	433,912	–	–	0.51%	73
2019 Q1	$11.6M	Hold	433,912	–	–	0.47%	74
2018 Q4	$13.3M	Hold	433,912	–	–	0.62%	54
2018 Q3	$15.2M	Buy	433,912 +5,990	+1%	+$190K	0.51%	79
2018 Q2	$11.6M	Hold	427,922	–	–	0.42%	95
2018 Q1	$8.78M	Sell	427,922 -61,184	-13%	-$1.1M	0.34%	110
2017 Q4	$8.92M	Sell	489,106 -10,084	-2%	-$200K	0.35%	103
2017 Q3	$11.2M	Buy	499,190 +14,147	+3%	+$320K	0.47%	79
2017 Q2	$11.8M	Hold	485,043	–	–	0.51%	71
2017 Q1	$9.29M	Hold	485,043	–	–	0.42%	85
2016 Q4	$9.49M	Sell	485,043 -25,000	-5%	-$453K	0.45%	79
2016 Q3	$8.07M	Sell	510,043 -12,131	-2%	-$186K	0.41%	94
2016 Q2	$7.38M	Sell	522,174 -271,540	-34%	-$4.14M	0.41%	93
2016 Q1	$13.4M	Sell	793,714 -6,840	-0.9%	-$120K	0.75%	50
2015 Q4	$18M	Buy	800,554 +194,135	+32%	+$4M	0.95%	29
2015 Q3	$13.3M	Buy	606,419 +151,207	+33%	+$3.78M	0.87%	36
2015 Q2	$11.2M	Buy	455,212 +128,079	+39%	+$2.86M	0.87%	40
2015 Q1	$6.69M	Buy	327,133 +75,774	+30%	+$1.47M	0.55%	70
2014 Q4	$5.02M	Buy	251,359 +32,879	+15%	+$564K	0.44%	82
2014 Q3	$3.22M	Buy	218,480 +53,460	+32%	+$852K	0.31%	104
2014 Q2	$3.03M	Buy	165,020 +52,050	+46%	+$866K	0.28%	105
2014 Q1	$2.13M	Buy	+112,970	New	+$2.31M	0.2%	117

Other funds holding ATRC

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

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

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

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's ATRC Position: Q1 2025 in Review

Emerald Mutual Fund Advisers Trust sold out of AtriCure (ATRC) in Q1 2025, closing a stake of 19,408 shares — an estimated $593K sold.

Emerald Mutual Fund Advisers Trust first reported a position in ATRC in Q1 2014 and held it in 44 quarters. The position peaked at $42.8M in Q2 2021. 221 funds tracked by Wall St. Rank hold ATRC as of Q1 2025.

Emerald Mutual Fund Advisers Trust reported no remaining AtriCure position as of Q1 2025 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 19,408 AtriCure shares in Q1 2025, an estimated $593K.
Emerald Mutual Fund Advisers Trust first reported a position in AtriCure in Q1 2014 and held it in 44 quarters.
Emerald Mutual Fund Advisers Trust's AtriCure position peaked at $42.8M in Q2 2021.
221 funds tracked by Wall St. Rank held AtriCure as of Q1 2025.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q1 2025, filed 1 May 2025.