DT
SGMO

Diversified Trust’s SANGAMO THERAPEUTICS INC SGMO Stock Holding History

Diversified Trust’s Portfolio SGMO Stock Details SGMO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25,740
Closed -$33.5K – 913
2023
Q2 		$33.5K Buy
+25,740
New +$35.2K ﹤0.01% 816
2022
Q1 		– Sell
-22,696
Closed -$170K – 875
2021
Q4 		$170K Hold
22,696
– – 0.01% 787
2021
Q3 		$204K Buy
22,696
+2,398
+12% +$23.7K 0.01% 722
2021
Q2 		$243K Hold
20,298
– – 0.01% 635
2021
Q1 		$254K Sell
20,298
-1,215
-6% -$16.4K 0.01% 612
2020
Q4 		$336K Buy
21,513
+1,008
+5% +$11.8K 0.01% 472
2020
Q3 		$194K Hold
20,505
– – 0.01% 582
2020
Q2 		$184K Buy
+20,505
New +$190K 0.01% 500
2014
Q2 		$269K Buy
+17,644
New +$254K 0.02% 486

Other funds holding SGMO

WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
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
RCMU
Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Diversified Trust's SGMO Position: Q3 2023 in Review

Diversified Trust sold out of SANGAMO THERAPEUTICS INC (SGMO) in Q3 2023, closing a stake of 25,740 shares — an estimated $33.5K sold.

Diversified Trust first reported a position in SGMO in Q2 2014 and held it in 9 quarters. The position peaked at $336K in Q4 2020. 134 funds tracked by Wall St. Rank hold SGMO as of Q3 2023.

  • Diversified Trust reported no remaining SANGAMO THERAPEUTICS INC position as of Q3 2023 after selling out during the quarter.
  • Diversified Trust sold 25,740 SANGAMO THERAPEUTICS INC shares in Q3 2023, an estimated $33.5K.
  • Diversified Trust first reported a position in SANGAMO THERAPEUTICS INC in Q2 2014 and held it in 9 quarters.
  • Diversified Trust's SANGAMO THERAPEUTICS INC position peaked at $336K in Q4 2020.
  • 134 funds tracked by Wall St. Rank held SANGAMO THERAPEUTICS INC as of Q3 2023.

Based on Diversified Trust's 13F filing for Q3 2023, filed 17 Nov 2023.