Lord, Abbett & Co
SWAV

Lord, Abbett & Co’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Lord, Abbett & Co’s Portfolio SWAV Stock Details SWAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-262,675
Closed -$85.5M – 606
2024
Q1 		$85.5M Buy
+262,675
New +$64.5M 0.28% 110
2023
Q4 		– Sell
-185,307
Closed -$36.9M – 601
2023
Q3 		$36.9M Sell
185,307
-213,865
-54% -$50.6M 0.14% 214
2023
Q2 		$114M Buy
399,172
+372,413
+1,392% +$103M 0.39% 67
2023
Q1 		$5.8M Sell
26,759
-205,170
-88% -$40M 0.02% 463
2022
Q4 		$47.7M Sell
231,929
-343,866
-60% -$86.9M 0.17% 171
2022
Q3 		$160M Buy
575,795
+194,429
+51% +$49.4M 0.58% 36
2022
Q2 		$72.9M Sell
381,366
-228,871
-38% -$40.4M 0.26% 111
2022
Q1 		$127M Buy
610,237
+42,115
+7% +$6.94M 0.34% 82
2021
Q4 		$101M Sell
568,122
-26,059
-4% -$5.14M 0.23% 131
2021
Q3 		$122M Sell
594,181
-317,294
-35% -$62.3M 0.29% 102
2021
Q2 		$173M Buy
911,475
+99,246
+12% +$16.2M 0.42% 53
2021
Q1 		$106M Buy
812,229
+244,624
+43% +$29.3M 0.27% 108
2020
Q4 		$58.9M Buy
567,605
+255,470
+82% +$22.1M 0.16% 213
2020
Q3 		$23.7M Buy
312,135
+159,955
+105% +$9.07M 0.08% 350
2020
Q2 		$7.21M Sell
152,180
-74,216
-33% -$3.06M 0.03% 523
2020
Q1 		$7.51M Sell
226,396
-174,254
-43% -$6.92M 0.03% 484
2019
Q4 		$17.6M Buy
400,650
+198,666
+98% +$7.34M 0.06% 417
2019
Q3 		$6.04M Sell
201,984
-85,670
-30% -$3.64M 0.02% 611
2019
Q2 		$16.4M Buy
287,654
+50,083
+21% +$2.43M 0.05% 461
2019
Q1 		$7.95M Buy
+237,571
New +$7.89M 0.03% 591

Other funds holding SWAV

SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
UWS
Unique Wealth Strategies Burr Ridge, Illinois $275M AUM 29.58% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $8.74B AUM 14.62% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Lord, Abbett & Co's SWAV Position: Q2 2024 in Review

Lord, Abbett & Co sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q2 2024, closing a stake of 262,675 shares — an estimated $85.5M sold.

Lord, Abbett & Co first reported a position in SWAV in Q1 2019 and held it in 20 quarters. The position peaked at $173M in Q2 2021. 7 funds tracked by Wall St. Rank hold SWAV as of Q2 2024.

  • Lord, Abbett & Co reported no remaining Shockwave Medical, Inc. Common Stock position as of Q2 2024 after selling out during the quarter.
  • Lord, Abbett & Co sold 262,675 Shockwave Medical, Inc. Common Stock shares in Q2 2024, an estimated $85.5M.
  • Lord, Abbett & Co first reported a position in Shockwave Medical, Inc. Common Stock in Q1 2019 and held it in 20 quarters.
  • Lord, Abbett & Co's Shockwave Medical, Inc. Common Stock position peaked at $173M in Q2 2021.
  • 7 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q2 2024.

Based on Lord, Abbett & Co's 13F filing for Q2 2024, filed 14 Aug 2024.