Jacobs Levy Equity Management
CARM

Jacobs Levy Equity Management’s Carisma Therapeutics CARM Stock Holding History

Jacobs Levy Equity Management’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-577
Closed -$9K – 1003
2021
Q4 		$9K Buy
+577
New +$11.6K ﹤0.01% 959

Other funds holding CARM

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
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Jacobs Levy Equity Management's CARM Position: Q1 2022 in Review

Jacobs Levy Equity Management sold out of Carisma Therapeutics (CARM) in Q1 2022, closing a stake of 577 shares — an estimated $9K sold.

Jacobs Levy Equity Management first reported a position in CARM in Q4 2021 and held it in 1 quarter. The position peaked at $9K in Q4 2021. 84 funds tracked by Wall St. Rank hold CARM as of Q1 2022.

  • Jacobs Levy Equity Management reported no remaining Carisma Therapeutics position as of Q1 2022 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 577 Carisma Therapeutics shares in Q1 2022, an estimated $9K.
  • Jacobs Levy Equity Management first reported a position in Carisma Therapeutics in Q4 2021 and held it in 1 quarter.
  • Jacobs Levy Equity Management's Carisma Therapeutics position peaked at $9K in Q4 2021.
  • 84 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2022.

Based on Jacobs Levy Equity Management's 13F filing for Q1 2022, filed 16 May 2022.