Winton Group’s Shockwave Medical, Inc. Common Stock SWAV Stock Holding History

Winton Group’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	-1,570	Closed	-$313K	–	884
2023 Q3	$313K	Buy	+1,570	New	+$371K	0.03%	532
2023 Q1	–	Sell	-1,718	Closed	-$353K	–	1090
2022 Q4	$353K	Buy	+1,718	New	+$434K	0.02%	745

Other funds holding SWAV

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Winton Group's SWAV Position: Q4 2023 in Review

Winton Group sold out of Shockwave Medical, Inc. Common Stock (SWAV) in Q4 2023, closing a stake of 1,570 shares — an estimated $313K sold.

Winton Group first reported a position in SWAV in Q4 2022 and held it in 2 quarters. The position peaked at $353K in Q4 2022. 427 funds tracked by Wall St. Rank hold SWAV as of Q4 2023.

Winton Group reported no remaining Shockwave Medical, Inc. Common Stock position as of Q4 2023 after selling out during the quarter.
Winton Group sold 1,570 Shockwave Medical, Inc. Common Stock shares in Q4 2023, an estimated $313K.
Winton Group first reported a position in Shockwave Medical, Inc. Common Stock in Q4 2022 and held it in 2 quarters.
Winton Group's Shockwave Medical, Inc. Common Stock position peaked at $353K in Q4 2022.
427 funds tracked by Wall St. Rank held Shockwave Medical, Inc. Common Stock as of Q4 2023.

Based on Winton Group's 13F filing for Q4 2023, filed 12 Feb 2024.