Grimes & Company’s iSpecimen ISPC Stock Holding History

Grimes & Company’s Portfolio ISPC Stock Details ISPC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-39	Closed	-$9.52K	–	371
2024 Q2	$9.52K	Hold	39	–	–	﹤0.01%	349
2024 Q1	$7.15K	Hold	39	–	–	﹤0.01%	345
2023 Q4	$15.4K	Sell	39 -31	-44%	-$13.5K	﹤0.01%	328
2023 Q3	$34.8K	Sell	70 -12	-15%	-$10.6K	﹤0.01%	294
2023 Q2	$93.8K	Hold	82	–	–	﹤0.01%	298
2023 Q1	$87.9K	Hold	82	–	–	﹤0.01%	286
2022 Q4	$90.2K	Hold	82	–	–	﹤0.01%	278
2022 Q3	$108K	Buy	82 +4	+5%	+$7.16K	0.01%	263
2022 Q2	$135K	Buy	78 +35	+81%	+$85.7K	0.01%	263
2022 Q1	$187K	Buy	+43	New	+$168K	0.01%	286

Other funds holding ISPC

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

FIA

FNY Investment Advisers New York $278M AUM 98.95% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Grimes & Company's ISPC Position: Q3 2024 in Review

Grimes & Company sold out of iSpecimen (ISPC) in Q3 2024, closing a stake of 39 shares — an estimated $9.52K sold.

Grimes & Company first reported a position in ISPC in Q1 2022 and held it in 10 quarters. The position peaked at $187K in Q1 2022. 6 funds tracked by Wall St. Rank hold ISPC as of Q3 2024.

Grimes & Company reported no remaining iSpecimen position as of Q3 2024 after selling out during the quarter.
Grimes & Company sold 39 iSpecimen shares in Q3 2024, an estimated $9.52K.
Grimes & Company first reported a position in iSpecimen in Q1 2022 and held it in 10 quarters.
Grimes & Company's iSpecimen position peaked at $187K in Q1 2022.
6 funds tracked by Wall St. Rank held iSpecimen as of Q3 2024.

Based on Grimes & Company's 13F filing for Q3 2024, filed 22 Oct 2024.