Bleakley Financial Group
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Bleakley Financial Group’s Lyell Immunopharma LYEL Stock Holding History

Bleakley Financial Group’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-921
Closed -$26.7K – 1066
2024
Q2 		$26.7K Sell
921
-371
-29% -$17.7K ﹤0.01% 1002
2024
Q1 		$57.6K Sell
1,292
-1,113
-46% -$47.7K ﹤0.01% 959
2023
Q4 		$93.3K Buy
+2,405
New +$86.6K ﹤0.01% 900

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Vanguard Group
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FCMI
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WA
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T. Rowe Price Associates
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OrbiMed
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Alphabet Inc
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bleakley Financial Group's LYEL Position: Q3 2024 in Review

Bleakley Financial Group sold out of Lyell Immunopharma (LYEL) in Q3 2024, closing a stake of 921 shares — an estimated $26.7K sold.

Bleakley Financial Group first reported a position in LYEL in Q4 2023 and held it in 3 quarters. The position peaked at $93.3K in Q4 2023. 117 funds tracked by Wall St. Rank hold LYEL as of Q3 2024.

  • Bleakley Financial Group reported no remaining Lyell Immunopharma position as of Q3 2024 after selling out during the quarter.
  • Bleakley Financial Group sold 921 Lyell Immunopharma shares in Q3 2024, an estimated $26.7K.
  • Bleakley Financial Group first reported a position in Lyell Immunopharma in Q4 2023 and held it in 3 quarters.
  • Bleakley Financial Group's Lyell Immunopharma position peaked at $93.3K in Q4 2023.
  • 117 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2024.

Based on Bleakley Financial Group's 13F filing for Q3 2024, filed 16 Oct 2024.