First Manhattan
TVRD

First Manhattan’s Tvardi Therapeutics TVRD Stock Holding History

First Manhattan’s Portfolio TVRD Stock Details TVRD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-60,260
Closed -$47.1M – 1637
2021
Q1 		$47.1M Sell
60,260
-13,568
-18% -$9.29M 0.2% 65
2020
Q4 		$40.2M Buy
73,828
+14,816
+25% +$7.77M 0.19% 69
2020
Q3 		$27M Buy
59,012
+5,934
+11% +$3.45M 0.14% 85
2020
Q2 		$32.7M Buy
53,078
+13,011
+32% +$7.19M 0.19% 72
2020
Q1 		$19.1M Hold
40,067
– – 0.12% 89
2019
Q4 		$23.2M Sell
40,067
-11,772
-23% -$8.26M 0.12% 99
2019
Q3 		$34.1M Sell
51,839
-2,000
-4% -$1.66M 0.19% 82
2019
Q2 		$41.7M Buy
53,839
+26,583
+98% +$18.7M 0.23% 68
2019
Q1 		$19.3M Buy
27,256
+4,016
+17% +$2.4M 0.11% 108
2018
Q4 		$10.9M Buy
23,240
+7,768
+50% +$5.01M 0.07% 159
2018
Q3 		$13.3M Hold
15,472
– – 0.07% 158
2018
Q2 		$10.7M Buy
15,472
+10,414
+206% +$5.29M 0.06% 174
2018
Q1 		$2.25M Buy
5,058
+2,225
+79% +$1.08M 0.01% 343
2017
Q4 		$1.25M Buy
+2,833
New +$1.29M 0.01% 418

Other funds holding TVRD

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RCP
Rho Capital Partners New York $20.4M AUM
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

First Manhattan's TVRD Position: Q2 2021 in Review

First Manhattan sold out of Tvardi Therapeutics (TVRD) in Q2 2021, closing a stake of 60,260 shares — an estimated $47.1M sold.

First Manhattan first reported a position in TVRD in Q4 2017 and held it in 14 quarters. The position peaked at $47.1M in Q1 2021. 173 funds tracked by Wall St. Rank hold TVRD as of Q2 2021.

  • First Manhattan reported no remaining Tvardi Therapeutics position as of Q2 2021 after selling out during the quarter.
  • First Manhattan sold 60,260 Tvardi Therapeutics shares in Q2 2021, an estimated $47.1M.
  • First Manhattan first reported a position in Tvardi Therapeutics in Q4 2017 and held it in 14 quarters.
  • First Manhattan's Tvardi Therapeutics position peaked at $47.1M in Q1 2021.
  • 173 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2021.

Based on First Manhattan's 13F filing for Q2 2021, filed 16 Aug 2021.