CG
VERA icon

Carlyle Group’s Vera Therapeutics VERA Stock Holding History

Carlyle Group’s Portfolio VERA Stock Details VERA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q1 		– Sell
-1,438,155
Closed -$22.1M – 33
2023
Q4 		$22.1M Hold
1,438,155
– – 1.06% 10
2023
Q3 		$19.7M Sell
1,438,155
-978,682
-40% -$16.8M 0.85% 12
2023
Q2 		$38.8M Sell
2,416,837
-543,394
-18% -$4.91M 1.38% 9
2023
Q1 		$22.9M Buy
+2,960,231
New +$22.8M 0.68% 10

Other funds holding VERA

ACA
Avoro Capital Advisors New York $10.2B AUM 149.19% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CC
Commodore Capital New York $1.73B AUM 298.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SI
Sofinnova Investments Menlo Park, California $2.63B AUM 117.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EP
Eversept Partners New York $1.9B AUM 121.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Carlyle Group's VERA Position: Q1 2024 in Review

Carlyle Group sold out of Vera Therapeutics (VERA) in Q1 2024, closing a stake of 1,438,155 shares — an estimated $22.1M sold.

Carlyle Group first reported a position in VERA in Q1 2023 and held it in 4 quarters. The position peaked at $38.8M in Q2 2023. 160 funds tracked by Wall St. Rank hold VERA as of Q1 2024.

  • Carlyle Group reported no remaining Vera Therapeutics position as of Q1 2024 after selling out during the quarter.
  • Carlyle Group sold 1,438,155 Vera Therapeutics shares in Q1 2024, an estimated $22.1M.
  • Carlyle Group first reported a position in Vera Therapeutics in Q1 2023 and held it in 4 quarters.
  • Carlyle Group's Vera Therapeutics position peaked at $38.8M in Q2 2023.
  • 160 funds tracked by Wall St. Rank held Vera Therapeutics as of Q1 2024.

Based on Carlyle Group's 13F filing for Q1 2024, filed 3 May 2024.