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EP Wealth Advisors’s Lyell Immunopharma LYEL Stock Holding History

EP Wealth Advisors’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
2024
Q4 		– Sell
-710
Closed -$19.6K – 1292
2024
Q3 		$19.6K Buy
+710
New +$20.9K ﹤0.01% 1174

Other funds holding LYEL

MM
MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return
OPL
Orland Properties Ltd Road Town, Tortola, British Virgin Islands $267M AUM 5.05% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DC
Decheng Capital Menlo Park, California $661M AUM 299.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCMI
Foresite Capital Management IV Larkspur, California $237M AUM 107.53% 1-Year Est. Return
FCMV
Foresite Capital Management V Larkspur, California $271M AUM 309.87% 1-Year Est. Return
VP
venBio Partners San Francisco, California $281M AUM 261.03% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AI
Alphabet Inc Mountain View, California $4.02B AUM 215.74% 1-Year Est. Return

EP Wealth Advisors's LYEL Position: Q4 2024 in Review

EP Wealth Advisors sold out of Lyell Immunopharma (LYEL) in Q4 2024, closing a stake of 710 shares — an estimated $19.6K sold.

EP Wealth Advisors first reported a position in LYEL in Q3 2024 and held it in 1 quarter. The position peaked at $19.6K in Q3 2024. 105 funds tracked by Wall St. Rank hold LYEL as of Q4 2024.

  • EP Wealth Advisors reported no remaining Lyell Immunopharma position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 710 Lyell Immunopharma shares in Q4 2024, an estimated $19.6K.
  • EP Wealth Advisors first reported a position in Lyell Immunopharma in Q3 2024 and held it in 1 quarter.
  • EP Wealth Advisors's Lyell Immunopharma position peaked at $19.6K in Q3 2024.
  • 105 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.