Oak Ridge Investments’s AtriCure ATRC Stock Holding History

Oak Ridge Investments’s Portfolio ATRC Stock Details ATRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-53,959	Closed	-$2.66M	–	143
2023 Q2	$2.66M	Sell	53,959 -1,735	-3%	-$80K	0.33%	86
2023 Q1	$2.31M	Sell	55,694 -3,525	-6%	-$146K	0.31%	95
2022 Q4	$2.63M	Sell	59,219 -1,080	-2%	-$45.1K	0.39%	82
2022 Q3	$2.36M	Buy	60,299 +489	+0.8%	+$22.4K	0.36%	90
2022 Q2	$2.44M	Sell	59,810 -4,669	-7%	-$221K	0.36%	90
2022 Q1	$4.23M	Sell	64,479 -36,089	-36%	-$2.34M	0.47%	66
2021 Q4	$6.99M	Sell	100,568 -1,699	-2%	-$123K	0.59%	62
2021 Q3	$7.11M	Sell	102,267 -4,142	-4%	-$319K	0.63%	56
2021 Q2	$8.44M	Sell	106,409 -5,600	-5%	-$407K	0.74%	42
2021 Q1	$7.34M	Sell	112,009 -5,952	-5%	-$367K	0.68%	51
2020 Q4	$6.57M	Sell	117,961 -27,070	-19%	-$1.17M	0.58%	57
2020 Q3	$5.79M	Buy	+145,031	New	+$6.15M	0.45%	78

Other funds holding ATRC

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

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

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

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

FLAM

First Light Asset Management Edina, Minnesota $1.12B AUM 114.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

FAM

Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Oak Ridge Investments's ATRC Position: Q3 2023 in Review

Oak Ridge Investments sold out of AtriCure (ATRC) in Q3 2023, closing a stake of 53,959 shares — an estimated $2.66M sold.

Oak Ridge Investments first reported a position in ATRC in Q3 2020 and held it in 12 quarters. The position peaked at $8.44M in Q2 2021. 230 funds tracked by Wall St. Rank hold ATRC as of Q3 2023.

Oak Ridge Investments reported no remaining AtriCure position as of Q3 2023 after selling out during the quarter.
Oak Ridge Investments sold 53,959 AtriCure shares in Q3 2023, an estimated $2.66M.
Oak Ridge Investments first reported a position in AtriCure in Q3 2020 and held it in 12 quarters.
Oak Ridge Investments's AtriCure position peaked at $8.44M in Q2 2021.
230 funds tracked by Wall St. Rank held AtriCure as of Q3 2023.

Based on Oak Ridge Investments's 13F filing for Q3 2023, filed 30 Oct 2023.