Evolutionary Tree Capital Management’s Beam Therapeutics BEAM Stock Holding History

Evolutionary Tree Capital Management’s Portfolio BEAM Stock Details BEAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-19,085	Closed	-$909K	–	33
2022 Q3	$909K	Sell	19,085 -12,808	-40%	-$731K	0.87%	31
2022 Q2	$1.24M	Sell	31,893 -2,403	-7%	-$95.5K	1.34%	29
2022 Q1	$1.97M	Sell	34,296 -13,837	-29%	-$908K	1.37%	29
2021 Q4	$3.84M	Buy	48,133 +3,743	+8%	+$320K	1.84%	25
2021 Q3	$3.86M	Buy	44,390 +358	+0.8%	+$36K	1.71%	27
2021 Q2	$5.67M	Buy	44,032 +5,066	+13%	+$404K	2.61%	16
2021 Q1	$3.12M	Buy	38,966 +10,553	+37%	+$1M	1.84%	23
2020 Q4	$2.32M	Buy	+28,413	New	+$1.4M	1.77%	24

Other funds holding BEAM

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 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

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

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

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

Temasek Holdings Singapore $30.5B AUM 13.98% 1-Year Est. Return

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

DTC

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

Evolutionary Tree Capital Management's BEAM Position: Q4 2022 in Review

Evolutionary Tree Capital Management sold out of Beam Therapeutics (BEAM) in Q4 2022, closing a stake of 19,085 shares — an estimated $909K sold.

Evolutionary Tree Capital Management first reported a position in BEAM in Q4 2020 and held it in 8 quarters. The position peaked at $5.67M in Q2 2021. 209 funds tracked by Wall St. Rank hold BEAM as of Q4 2022.

Evolutionary Tree Capital Management reported no remaining Beam Therapeutics position as of Q4 2022 after selling out during the quarter.
Evolutionary Tree Capital Management sold 19,085 Beam Therapeutics shares in Q4 2022, an estimated $909K.
Evolutionary Tree Capital Management first reported a position in Beam Therapeutics in Q4 2020 and held it in 8 quarters.
Evolutionary Tree Capital Management's Beam Therapeutics position peaked at $5.67M in Q2 2021.
209 funds tracked by Wall St. Rank held Beam Therapeutics as of Q4 2022.

Based on Evolutionary Tree Capital Management's 13F filing for Q4 2022, filed 14 Feb 2023.