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Ellevest Inc’s Lyell Immunopharma LYEL Stock Holding History

Ellevest Inc’s Portfolio LYEL Stock Details LYEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-64
Closed -$3.01K – 1084
2023
Q1 		$3.01K Buy
+64
New +$3.42K ﹤0.01% 1350
2022
Q4 		– Sell
-1
Closed – – 1916
2022
Q3 		$0 Buy
+1
New +$135 ﹤0.01% 1751
2022
Q2 		– Sell
-2
Closed – – 1556
2022
Q1 		$0 Buy
+2
New +$242 ﹤0.01% 1537

Other funds holding LYEL

MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $99.1B AUM 124.46% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
MCMU
MIC Capital Management (UK) London, United Kingdom $394M AUM 25.64% 1-Year Est. Return

Ellevest Inc's LYEL Position: Q2 2023 in Review

Ellevest Inc sold out of Lyell Immunopharma (LYEL) in Q2 2023, closing a stake of 64 shares — an estimated $3.01K sold.

Ellevest Inc first reported a position in LYEL in Q1 2022 and held it in 3 quarters. The position peaked at $3.01K in Q1 2023. 99 funds tracked by Wall St. Rank hold LYEL as of Q2 2023.

  • Ellevest Inc reported no remaining Lyell Immunopharma position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 64 Lyell Immunopharma shares in Q2 2023, an estimated $3.01K.
  • Ellevest Inc first reported a position in Lyell Immunopharma in Q1 2022 and held it in 3 quarters.
  • Ellevest Inc's Lyell Immunopharma position peaked at $3.01K in Q1 2023.
  • 99 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q2 2023.

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