Ellevest Inc’s Caribou Biosciences CRBU Stock Holding History

Ellevest Inc’s Portfolio CRBU Stock Details CRBU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-4	Closed	-$21	–	629
2023 Q1	$21	Buy	+4	New	+$25	﹤0.01%	1847

Other funds holding CRBU

PHS

PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

APM

Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

RCMU

Rokos Capital Management (UK) London, United Kingdom $13.2B AUM 85.71% 1-Year Est. Return

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

EWM

Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return

PAMS

Pictet Asset Management (Switzerland) Geneva 73, Switzerland $84.3B AUM 26.5% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return

Ellevest Inc's CRBU Position: Q2 2023 in Review

Ellevest Inc sold out of Caribou Biosciences (CRBU) in Q2 2023, closing a stake of 4 shares — an estimated $21 sold.

Ellevest Inc first reported a position in CRBU in Q1 2023 and held it in 1 quarter. The position peaked at $21 in Q1 2023. 121 funds tracked by Wall St. Rank hold CRBU as of Q2 2023.

Ellevest Inc reported no remaining Caribou Biosciences position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 4 Caribou Biosciences shares in Q2 2023, an estimated $21.
Ellevest Inc first reported a position in Caribou Biosciences in Q1 2023 and held it in 1 quarter.
Ellevest Inc's Caribou Biosciences position peaked at $21 in Q1 2023.
121 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.