NERM
SWAV

New England Research & Management’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

New England Research & Management’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
2023
Q4 		– Sell
-2,600
Closed -$518K – 168
2023
Q3 		$518K Buy
+2,600
New +$615K 0.3% 101

Other funds holding SWAV

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

New England Research & Management's SWAV Position: Q4 2023 in Review

New England Research & Management sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 2,600 shares — an estimated $518K sold.

New England Research & Management first reported a position in SWAV in Q3 2023 and held it in 1 quarter. The position peaked at $518K in Q3 2023. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

  • New England Research & Management reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
  • New England Research & Management sold 2,600 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $518K.
  • New England Research & Management first reported a position in Shockwave Medical, Inc. Common Stock in Q3 2023 and held it in 1 quarter.
  • New England Research & Management's Shockwave Medical, Inc. Common Stock position peaked at $518K in Q3 2023.
  • 427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on New England Research & Management's 13F filing for Q4 2023, filed 6 Feb 2024.