Albion Financial Group’s KalVista Pharmaceuticals KALV Stock Holding History

Albion Financial Group’s Portfolio KALV Stock Details KALV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	$33K	Buy	+1,762	New	+$30.2K	﹤0.01%	274
2016 Q4	–	Sell	-6,925	Closed	-$45K	–	193
2016 Q3	$45K	Hold	6,925	–	–	0.01%	189
2016 Q2	$64K	Hold	6,925	–	–	0.01%	180
2016 Q1	$62K	Hold	6,925	–	–	0.01%	181
2015 Q4	$351K	Buy	+6,925	New	+$362K	0.06%	133

Other funds holding KALV

EAM

Eventide Asset Management Boston, Massachusetts $6.05B AUM 76.64% 1-Year Est. Return

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

Vivo Capital Palo Alto, California $1.2B AUM 911.44% 1-Year Est. Return

SHI

SV Health Investors Boston, Massachusetts $32.3M AUM 20.15% 1-Year Est. Return

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

Ikarian Capital Dallas, Texas $1.23B AUM 600.17% 1-Year Est. Return

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

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

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

LGM

Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return

Albion Financial Group's KALV Position: Q4 2020 in Review

Albion Financial Group opened a new position in KalVista Pharmaceuticals (KALV) in Q4 2020: 1,762 shares worth $33K. The stake represents ﹤0.01% of the portfolio and ranks #274 among its holdings. This is a return to the name: Albion Financial Group previously reported a position in KALV as recently as Q3 2016.

Albion Financial Group first reported a position in KALV in Q4 2015 and has held it in 5 quarters since. The position peaked at $351K in Q4 2015. 82 funds tracked by Wall St. Rank hold KALV as of Q4 2020.

Albion Financial Group held 1,762 shares of KalVista Pharmaceuticals worth $33K as of Q4 2020.
KalVista Pharmaceuticals was a new Albion Financial Group position in Q4 2020.
KalVista Pharmaceuticals made up ﹤0.01% of Albion Financial Group's portfolio in Q4 2020, its #274 holding.
Albion Financial Group first reported a position in KalVista Pharmaceuticals in Q4 2015 and has held it in 5 quarters since.
Albion Financial Group's KalVista Pharmaceuticals position peaked at $351K in Q4 2015.
82 funds tracked by Wall St. Rank held KalVista Pharmaceuticals as of Q4 2020.

Based on Albion Financial Group's 13F filing for Q4 2020, filed 19 Feb 2021.