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Advisory Research’s Geron GERN Stock Holding History

Advisory Research’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-236,682
Closed -$502K – 385
2023
Q3 		$502K Sell
236,682
-684,653
-74% -$1.86M 0.07% 280
2023
Q2 		$2.96M Buy
921,335
+426,559
+86% +$1.21M 0.38% 72
2023
Q1 		$1.07M Buy
494,776
+297,752
+151% +$846K 0.18% 147
2022
Q4 		$477K Hold
197,024
– – 0.04% 255
2022
Q3 		$461K Buy
+197,024
New +$441K 0.05% 245

Other funds holding GERN

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VC
Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Advisory Research's GERN Position: Q4 2023 in Review

Advisory Research sold out of Geron (GERN) in Q4 2023, closing a stake of 236,682 shares — an estimated $502K sold.

Advisory Research first reported a position in GERN in Q3 2022 and held it in 5 quarters. The position peaked at $2.96M in Q2 2023. 202 funds tracked by Wall St. Rank hold GERN as of Q4 2023.

  • Advisory Research reported no remaining Geron position as of Q4 2023 after selling out during the quarter.
  • Advisory Research sold 236,682 Geron shares in Q4 2023, an estimated $502K.
  • Advisory Research first reported a position in Geron in Q3 2022 and held it in 5 quarters.
  • Advisory Research's Geron position peaked at $2.96M in Q2 2023.
  • 202 funds tracked by Wall St. Rank held Geron as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.