Disciplined Investments’s Alkermes ALKS Stock Holding History

Disciplined Investments’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-17	Closed	–	–	1641
2022 Q3	$0	Sell	17 -5	-23%	-$130	﹤0.01%	1206
2022 Q2	$1K	Buy	22 +6	+38%	+$172	﹤0.01%	790
2022 Q1	$0	Buy	+16	New	+$396	﹤0.01%	1318

Other funds holding ALKS

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

HJGA

Hardman Johnston Global Advisors Stamford, Connecticut $2.85B AUM 35.77% 1-Year Est. Return

CWM

CIBC World Markets New York $20.8B AUM

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Disciplined Investments's ALKS Position: Q4 2022 in Review

Disciplined Investments sold out of Alkermes (ALKS) in Q4 2022, closing a stake of 17 shares.

Disciplined Investments first reported a position in ALKS in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q2 2022. 277 funds tracked by Wall St. Rank hold ALKS as of Q4 2022.

Disciplined Investments reported no remaining Alkermes position as of Q4 2022 after selling out during the quarter.
Disciplined Investments sold 17 Alkermes shares in Q4 2022.
Disciplined Investments first reported a position in Alkermes in Q1 2022 and held it in 3 quarters.
Disciplined Investments's Alkermes position peaked at $1K in Q2 2022.
277 funds tracked by Wall St. Rank held Alkermes as of Q4 2022.

Based on Disciplined Investments's 13F filing for Q4 2022, filed 2 Feb 2023.