Winslow Evans & Crocker’s CareDx CDNA Stock Holding History

Winslow Evans & Crocker’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
2020 Q4	$17K	Hold	235	–	–	﹤0.01%	828
2020 Q3	$9K	Hold	235	–	–	﹤0.01%	767
2020 Q2	$8K	Sell	235 -1	-0.4%	-$28	﹤0.01%	778
2020 Q1	$6K	Hold	236	–	–	﹤0.01%	795
2019 Q4	$6K	Hold	236	–	–	﹤0.01%	923
2019 Q3	$6K	Hold	236	–	–	﹤0.01%	901
2019 Q2	$10K	Hold	236	–	–	﹤0.01%	815
2019 Q1	$8K	Hold	236	–	–	﹤0.01%	845
2018 Q4	$6K	Hold	236	–	–	﹤0.01%	860
2018 Q3	$8K	Buy	236 +140	+146%	+$2.62K	﹤0.01%	820
2018 Q2	$2K	Buy	+96	New	+$1.1K	﹤0.01%	1025

Other funds holding CDNA

FAM

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

AIM

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

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

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

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

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

FLAM

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

WRF

Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

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

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Winslow Evans & Crocker's CDNA Position: Q4 2020 in Review

Winslow Evans & Crocker held its CareDx (CDNA) position steady in Q4 2020 at 235 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #828.

Winslow Evans & Crocker first reported a position in CDNA in Q2 2018 and has held it in 11 quarters since. 232 funds tracked by Wall St. Rank hold CDNA as of Q4 2020.

Winslow Evans & Crocker held 235 shares of CareDx worth $17K as of Q4 2020.
Winslow Evans & Crocker left its CareDx share count unchanged in Q4 2020.
CareDx made up ﹤0.01% of Winslow Evans & Crocker's portfolio in Q4 2020, its #828 holding.
Winslow Evans & Crocker first reported a position in CareDx in Q2 2018 and has held it in 11 quarters since.
232 funds tracked by Wall St. Rank held CareDx as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.