ClearBridge Investments
TVRD

ClearBridge Investments’s Tvardi Therapeutics TVRD Stock Holding History

ClearBridge Investments’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-26,989
Closed -$1.63M – 764
2023
Q3 		$1.63M Sell
26,989
-735
-3% -$68.9K ﹤0.01% 599
2023
Q2 		$2.82M Buy
27,724
+14,237
+106% +$1.96M ﹤0.01% 577
2023
Q1 		$2.38M Buy
13,487
+2,133
+19% +$714K ﹤0.01% 594
2022
Q4 		$4.39M Sell
11,354
-780
-6% -$296K ﹤0.01% 571
2022
Q3 		$4.09M Buy
+12,134
New +$4.4M ﹤0.01% 582

Other funds holding TVRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ClearBridge Investments's TVRD Position: Q4 2023 in Review

ClearBridge Investments sold out of Tvardi Therapeutics (TVRD) in Q4 2023, closing a stake of 26,989 shares — an estimated $1.63M sold.

ClearBridge Investments first reported a position in TVRD in Q3 2022 and held it in 5 quarters. The position peaked at $4.39M in Q4 2022. 109 funds tracked by Wall St. Rank hold TVRD as of Q4 2023.

  • ClearBridge Investments reported no remaining Tvardi Therapeutics position as of Q4 2023 after selling out during the quarter.
  • ClearBridge Investments sold 26,989 Tvardi Therapeutics shares in Q4 2023, an estimated $1.63M.
  • ClearBridge Investments first reported a position in Tvardi Therapeutics in Q3 2022 and held it in 5 quarters.
  • ClearBridge Investments's Tvardi Therapeutics position peaked at $4.39M in Q4 2022.
  • 109 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2023.

Based on ClearBridge Investments's 13F filing for Q4 2023, filed 9 Feb 2024.