Jackson Creek Investment Advisors’s CareDx CDNA Stock Holding History

Jackson Creek Investment Advisors’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
2026 Q1	–	Sell	-26,990	Closed	-$508K	–	309
2025 Q4	$508K	Buy	+26,990	New	+$452K	0.15%	203
2025 Q3	–	Sell	-50,746	Closed	-$992K	–	287
2025 Q2	$992K	Buy	50,746 +6,746	+15%	+$120K	0.27%	175
2025 Q1	$781K	Sell	44,000 -29	-0.1%	-$625	0.25%	187
2024 Q4	$943K	Sell	44,029 -1,358	-3%	-$33K	0.28%	176
2024 Q3	$1.42M	Sell	45,387 -30,197	-40%	-$751K	0.42%	136
2024 Q2	$1.17M	Sell	75,584 -45,413	-38%	-$549K	0.43%	69
2024 Q1	$1.28M	Sell	120,997 -232	-0.2%	-$2.32K	0.46%	41
2023 Q4	$1.46M	Buy	+121,229	New	+$993K	0.56%	14
2022 Q2	–	Sell	-28,791	Closed	-$1.06M	–	308
2022 Q1	$1.06M	Buy	+28,791	New	+$1.12M	0.39%	122
2021 Q4	–	Sell	-14,257	Closed	-$903K	–	309
2021 Q3	$903K	Buy	14,257 +138	+1%	+$10.5K	0.34%	166
2021 Q2	$1.29M	Sell	14,119 -1,616	-10%	-$128K	0.48%	34
2021 Q1	$1.07M	Sell	15,735 -467	-3%	-$36.3K	0.37%	135
2020 Q4	$1.17M	Buy	+16,202	New	+$939K	0.46%	51

Other funds holding CDNA

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

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

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Boston Partners

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

Chevy Chase Trust

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return