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Ergoteles’s iRhythm Holdings IRTC Stock Holding History

Ergoteles’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
Q1 		– Sell
-12,371
Closed -$1.16M – 1489
2022
Q4 		$1.16M Buy
12,371
+2,852
+30% +$310K 0.04% 419
2022
Q3 		$1.19M Buy
9,519
+5,246
+123% +$757K 0.04% 418
2022
Q2 		$462K Buy
+4,273
New +$566K 0.01% 869
2022
Q1 		– Sell
-2,326
Closed -$274K – 1422
2021
Q4 		$274K Buy
+2,326
New +$213K 0.01% 895
2021
Q2 		– Sell
-4,500
Closed -$625K – 1588
2021
Q1 		$625K Buy
+4,500
New +$806K 0.02% 440

Other funds holding IRTC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $83.3B AUM 31.19% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Ergoteles's IRTC Position: Q1 2023 in Review

Ergoteles sold out of iRhythm Holdings (IRTC) in Q1 2023, closing a stake of 12,371 shares — an estimated $1.16M sold.

Ergoteles first reported a position in IRTC in Q1 2021 and held it in 5 quarters. The position peaked at $1.19M in Q3 2022. 208 funds tracked by Wall St. Rank hold IRTC as of Q1 2023.

  • Ergoteles reported no remaining iRhythm Holdings position as of Q1 2023 after selling out during the quarter.
  • Ergoteles sold 12,371 iRhythm Holdings shares in Q1 2023, an estimated $1.16M.
  • Ergoteles first reported a position in iRhythm Holdings in Q1 2021 and held it in 5 quarters.
  • Ergoteles's iRhythm Holdings position peaked at $1.19M in Q3 2022.
  • 208 funds tracked by Wall St. Rank held iRhythm Holdings as of Q1 2023.

Based on Ergoteles's 13F filing for Q1 2023, filed 10 May 2023.