Empirical Asset Management’s Candel Therapeutics CADL Stock Holding History

Empirical Asset Management’s Portfolio CADL Stock Details CADL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,000	Closed	-$9.2K	–	183
2023 Q3	$9.2K	Sell	10,000 -1,000	-9%	-$1.16K	0.01%	166
2023 Q2	$13.9K	Sell	11,000 -1,000	-8%	-$1.48K	0.01%	155
2023 Q1	$16.2K	Hold	12,000	–	–	0.02%	145
2022 Q4	$21.5K	Hold	12,000	–	–	0.02%	153
2022 Q3	$38K	Hold	12,000	–	–	0.04%	145
2022 Q2	$39K	Hold	12,000	–	–	0.04%	151
2022 Q1	$61K	Buy	+12,000	New	+$59.6K	0.06%	142

Other funds holding CADL

Northpond Ventures Bethesda, Maryland $43.7M AUM 27.27% 1-Year Est. Return

SCV

Sands Capital Ventures Arlington, Virginia $421M AUM 26.25% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

BWM

Baystate Wealth Management Boston, Massachusetts $1.36B AUM 15.87% 1-Year Est. Return

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

OIA

OneDigital Investment Advisors Overland Park, Kansas $10.2B AUM 16.58% 1-Year Est. Return

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

Empirical Asset Management's CADL Position: Q4 2023 in Review

Empirical Asset Management sold out of Candel Therapeutics (CADL) in Q4 2023, closing a stake of 10,000 shares — an estimated $9.2K sold.

Empirical Asset Management first reported a position in CADL in Q1 2022 and held it in 7 quarters. The position peaked at $61K in Q1 2022. 22 funds tracked by Wall St. Rank hold CADL as of Q4 2023.

Empirical Asset Management reported no remaining Candel Therapeutics position as of Q4 2023 after selling out during the quarter.
Empirical Asset Management sold 10,000 Candel Therapeutics shares in Q4 2023, an estimated $9.2K.
Empirical Asset Management first reported a position in Candel Therapeutics in Q1 2022 and held it in 7 quarters.
Empirical Asset Management's Candel Therapeutics position peaked at $61K in Q1 2022.
22 funds tracked by Wall St. Rank held Candel Therapeutics as of Q4 2023.

Based on Empirical Asset Management's 13F filing for Q4 2023, filed 12 Jan 2024.