Everence Capital Management’s BioTelemetry, Inc. BEAT Stock Holding History

Everence Capital Management’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-6,060	Closed	-$286K	–	781
2020 Q2	$286K	Hold	6,060	–	–	0.03%	467
2020 Q1	$233K	Buy	6,060 +1,520	+33%	+$70K	0.03%	465
2019 Q4	$210K	Buy	+4,540	New	+$197K	0.03%	605
2019 Q3	–	Sell	-4,540	Closed	-$219K	–	674
2019 Q2	$219K	Hold	4,540	–	–	0.04%	533
2019 Q1	$284K	Buy	+4,540	New	+$312K	0.05%	431

Other funds holding BEAT

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

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

PCM

Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return

Everence Capital Management's BEAT Position: Q3 2020 in Review

Everence Capital Management sold out of BioTelemetry, Inc. (BEAT) in Q3 2020, closing a stake of 6,060 shares — an estimated $286K sold.

Everence Capital Management first reported a position in BEAT in Q1 2019 and held it in 5 quarters. The position peaked at $286K in Q2 2020. 209 funds tracked by Wall St. Rank hold BEAT as of Q3 2020.

Everence Capital Management reported no remaining BioTelemetry, Inc. position as of Q3 2020 after selling out during the quarter.
Everence Capital Management sold 6,060 BioTelemetry, Inc. shares in Q3 2020, an estimated $286K.
Everence Capital Management first reported a position in BioTelemetry, Inc. in Q1 2019 and held it in 5 quarters.
Everence Capital Management's BioTelemetry, Inc. position peaked at $286K in Q2 2020.
209 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2020.

Based on Everence Capital Management's 13F filing for Q3 2020, filed 20 Oct 2020.