Shaker Investments’s iRhythm Holdings IRTC Stock Holding History

Shaker Investments’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
2019 Q4	–	Sell	-29,925	Closed	-$2.22M	–	92
2019 Q3	$2.22M	Buy	29,925 +4,783	+19%	+$371K	1.45%	20
2019 Q2	$1.99M	Buy	25,142 +188	+0.8%	+$13.7K	1.32%	22
2019 Q1	$1.87M	Buy	+24,954	New	+$2.13M	1.3%	27
2018 Q4	–	Sell	-23,293	Closed	-$2.21M	–	76
2018 Q3	$2.21M	Sell	23,293 -5	-0%	-$435	1.36%	20
2018 Q2	$1.89M	Sell	23,298 -20	-0.1%	-$1.4K	1.16%	31
2018 Q1	$1.47M	Buy	23,318 +18,618	+396%	+$1.15M	0.91%	31
2017 Q4	$263K	Buy	+4,700	New	+$246K	0.17%	67

Other funds holding IRTC

BCM

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

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

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

William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return

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

Shaker Investments's IRTC Position: Q4 2019 in Review

Shaker Investments sold out of iRhythm Holdings (IRTC) in Q4 2019, closing a stake of 29,925 shares — an estimated $2.22M sold.

Shaker Investments first reported a position in IRTC in Q4 2017 and held it in 7 quarters. The position peaked at $2.22M in Q3 2019. 173 funds tracked by Wall St. Rank hold IRTC as of Q4 2019.

Shaker Investments reported no remaining iRhythm Holdings position as of Q4 2019 after selling out during the quarter.
Shaker Investments sold 29,925 iRhythm Holdings shares in Q4 2019, an estimated $2.22M.
Shaker Investments first reported a position in iRhythm Holdings in Q4 2017 and held it in 7 quarters.
Shaker Investments's iRhythm Holdings position peaked at $2.22M in Q3 2019.
173 funds tracked by Wall St. Rank held iRhythm Holdings as of Q4 2019.

Based on Shaker Investments's 13F filing for Q4 2019, filed 12 Feb 2020.