Essential Planning’s Incyte INCY Stock Holding History

Essential Planning’s Portfolio INCY Stock Details INCY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-9,880	Closed	-$703K	–	179
2024 Q4	$703K	Buy	+9,880	New	+$704K	﹤0.01%	248

Other funds holding INCY

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Essential Planning's INCY Position: Q1 2025 in Review

Essential Planning sold out of Incyte (INCY) in Q1 2025, closing a stake of 9,880 shares — an estimated $703K sold.

Essential Planning first reported a position in INCY in Q4 2024 and held it in 1 quarter. The position peaked at $703K in Q4 2024. 629 funds tracked by Wall St. Rank hold INCY as of Q1 2025.

Essential Planning reported no remaining Incyte position as of Q1 2025 after selling out during the quarter.
Essential Planning sold 9,880 Incyte shares in Q1 2025, an estimated $703K.
Essential Planning first reported a position in Incyte in Q4 2024 and held it in 1 quarter.
Essential Planning's Incyte position peaked at $703K in Q4 2024.
629 funds tracked by Wall St. Rank held Incyte as of Q1 2025.

Based on Essential Planning's 13F filing for Q1 2025, filed 8 May 2025.