Blackcrane Capital’s Avita Medical RCEL Stock Holding History

Blackcrane Capital’s Portfolio RCEL Stock Details RCEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q1	$367K	Sell	43,324 -411,547	-90%	-$3.79M	2.25%	7
2021 Q4	$5.45M	Buy	454,871 +20,700	+5%	+$316K	7.57%	5
2021 Q3	$7.69M	Buy	434,171 +15,977	+4%	+$301K	9.81%	5
2021 Q2	$8.58M	Hold	418,194	–	–	10.48%	5
2021 Q1	$8.29M	Buy	418,194 +109,690	+36%	+$2.55M	13.06%	3
2020 Q4	$5.73M	Sell	308,504 -166,478	-35%	-$3.65M	11.25%	6
2020 Q3	$12M	Sell	474,982 -446,681	-48%	-$11.1M	27.88%	1
2020 Q2	$28.1M	Sell	921,663 -111,605	-11%	-$3.41M	31.84%	1
2020 Q1	$32M	Sell	1,033,268 -64,236	-6%	-$2.66M	29.28%	1
2019 Q4	$49.9M	Buy	+1,097,504	New	+$45.6M	39.86%	1

Other funds holding RCEL

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

PVI

Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

RTW Investments New York $10B AUM 135.35% 1-Year Est. Return

Blackcrane Capital's RCEL Position: Q1 2022 in Review

Blackcrane Capital reduced its Avita Medical (RCEL) stake by 90% in Q1 2022, selling an estimated $3.79M and leaving 43,324 shares worth $367K. The position accounts for 2.25% of the portfolio, ranked #7.

Blackcrane Capital first reported a position in RCEL in Q4 2019 and has held it in 10 quarters since. The position peaked at $49.9M in Q4 2019. 69 funds tracked by Wall St. Rank hold RCEL as of Q1 2022.

Blackcrane Capital held 43,324 shares of Avita Medical worth $367K as of Q1 2022.
Blackcrane Capital sold 411,547 Avita Medical shares in Q1 2022, an estimated $3.79M.
Avita Medical made up 2.25% of Blackcrane Capital's portfolio in Q1 2022, its #7 holding.
Blackcrane Capital first reported a position in Avita Medical in Q4 2019 and has held it in 10 quarters since.
Blackcrane Capital's Avita Medical position peaked at $49.9M in Q4 2019.
69 funds tracked by Wall St. Rank held Avita Medical as of Q1 2022.

Based on Blackcrane Capital's 13F filing for Q1 2022, filed 12 May 2022.