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Insight Capital Research & Management’s Exelixis EXEL Stock Holding History

Insight Capital Research & Management’s Portfolio EXEL Stock Details EXEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$1.23M Sell
50,818
-47,023
-48% -$1.25M 0.7% 64
2017
Q2 		$2.41M Sell
97,841
-37,278
-28% -$789K 1.41% 18
2017
Q1 		$2.93M Buy
+135,119
New +$2.75M 1.65% 20

Other funds holding EXEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MG
Meditor Group Hamilton, Bermuda $48.1M AUM 38.67% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
MCMC
Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Insight Capital Research & Management's EXEL Position: Q3 2017 in Review

Insight Capital Research & Management reduced its Exelixis (EXEL) stake by 48% in Q3 2017, selling an estimated $1.25M and leaving 50,818 shares worth $1.23M. The position accounts for 0.7% of the portfolio, ranked #64.

Insight Capital Research & Management first reported a position in EXEL in Q1 2017 and has held it in 3 quarters since. The position peaked at $2.93M in Q1 2017. 264 funds tracked by Wall St. Rank hold EXEL as of Q3 2017.

  • Insight Capital Research & Management held 50,818 shares of Exelixis worth $1.23M as of Q3 2017.
  • Insight Capital Research & Management sold 47,023 Exelixis shares in Q3 2017, an estimated $1.25M.
  • Exelixis made up 0.7% of Insight Capital Research & Management's portfolio in Q3 2017, its #64 holding.
  • Insight Capital Research & Management first reported a position in Exelixis in Q1 2017 and has held it in 3 quarters since.
  • Insight Capital Research & Management's Exelixis position peaked at $2.93M in Q1 2017.
  • 264 funds tracked by Wall St. Rank held Exelixis as of Q3 2017.

Based on Insight Capital Research & Management's 13F filing for Q3 2017, filed 15 Nov 2017.