Ferris Capital’s iRhythm Holdings IRTC Stock Holding History

Ferris Capital’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
2020 Q4	–	Sell	-1,150	Closed	-$274K	–	181
2020 Q3	$274K	Buy	+1,150	New	+$203K	0.09%	140

Other funds holding IRTC

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return

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

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Ferris Capital's IRTC Position: Q4 2020 in Review

Ferris Capital sold out of iRhythm Holdings (IRTC) in Q4 2020, closing a stake of 1,150 shares — an estimated $274K sold.

Ferris Capital first reported a position in IRTC in Q3 2020 and held it in 1 quarter. The position peaked at $274K in Q3 2020. 235 funds tracked by Wall St. Rank hold IRTC as of Q4 2020.

Ferris Capital reported no remaining iRhythm Holdings position as of Q4 2020 after selling out during the quarter.
Ferris Capital sold 1,150 iRhythm Holdings shares in Q4 2020, an estimated $274K.
Ferris Capital first reported a position in iRhythm Holdings in Q3 2020 and held it in 1 quarter.
Ferris Capital's iRhythm Holdings position peaked at $274K in Q3 2020.
235 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2020.

Based on Ferris Capital's 13F filing for Q4 2020, filed 10 Feb 2021.