Elmwood Wealth Management’s Editas Medicine EDIT Stock Holding History

Elmwood Wealth Management’s Portfolio EDIT Stock Details EDIT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-30,023	Closed	-$218K	–	116
2023 Q1	$218K	Buy	30,023 +16,025	+114%	+$142K	0.1%	115
2022 Q4	$124K	Sell	13,998 -10,127	-42%	-$111K	0.06%	117
2022 Q3	$295K	Sell	24,125 -16,025	-40%	-$250K	0.15%	99
2022 Q2	$475K	Buy	40,150 +127	+0.3%	+$1.7K	0.27%	87
2022 Q1	$761K	Hold	40,023	–	–	0.39%	78
2021 Q4	$1.06M	Buy	+40,023	New	+$1.38M	0.51%	66
2021 Q2	$2.27M	Hold	40,023	–	–	1.19%	25
2021 Q1	$1.68M	Buy	+40,023	New	+$2.28M	1.03%	33
2020 Q3	$1.18M	Hold	40,023	–	–	0.96%	33
2020 Q2	$1.18M	Sell	40,023 -76,854	-66%	-$2.01M	0.96%	33
2020 Q1	$3.87M	Buy	116,877 +76,854	+192%	+$1.94M	3.71%	2
2019 Q4	$1.19M	Sell	40,023 -3,862	-9%	-$96.5K	1.03%	35
2019 Q3	$998K	Sell	43,885 -13,686	-24%	-$339K	1.01%	40
2019 Q2	$1.42M	Sell	57,571 -13,686	-19%	-$327K	1.26%	24
2019 Q1	$1.74M	Sell	71,257 -9,124	-11%	-$207K	1.61%	12
2018 Q4	$1.83M	Sell	80,381 -13,686	-15%	-$372K	1.77%	11
2018 Q3	$2.99M	Sell	94,067 -9,124	-9%	-$295K	2.48%	6
2018 Q2	$3.7M	Sell	103,191 -13,686	-12%	-$485K	3.36%	2
2018 Q1	$3.87M	Buy	+116,877	New	+$4.16M	3.71%	2

Other funds holding EDIT

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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

DTC

Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return

APM

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

Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PAMS

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

Elmwood Wealth Management's EDIT Position: Q2 2023 in Review

Elmwood Wealth Management sold out of Editas Medicine (EDIT) in Q2 2023, closing a stake of 30,023 shares — an estimated $218K sold.

Elmwood Wealth Management first reported a position in EDIT in Q1 2018 and held it in 19 quarters. The position peaked at $3.87M in Q1 2020. 238 funds tracked by Wall St. Rank hold EDIT as of Q2 2023.

Elmwood Wealth Management reported no remaining Editas Medicine position as of Q2 2023 after selling out during the quarter.
Elmwood Wealth Management sold 30,023 Editas Medicine shares in Q2 2023, an estimated $218K.
Elmwood Wealth Management first reported a position in Editas Medicine in Q1 2018 and held it in 19 quarters.
Elmwood Wealth Management's Editas Medicine position peaked at $3.87M in Q1 2020.
238 funds tracked by Wall St. Rank held Editas Medicine as of Q2 2023.

Based on Elmwood Wealth Management's 13F filing for Q2 2023, filed 10 Aug 2023.