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Jefferies Financial Group’s Fulcrum Therapeutics FULC Stock Holding History

Jefferies Financial Group’s Portfolio FULC Stock Details FULC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-1,433,316
Closed -$8.89M – 1554
2024
Q2 		$8.89M Buy
1,433,316
+281,590
+24% +$2.13M 0.09% 173
2024
Q1 		$10.9M Sell
1,151,726
-281,590
-20% -$2.51M 0.1% 156
2023
Q4 		$9.67M Hold
1,433,316
– – 0.06% 231
2023
Q3 		$6.36M Buy
+1,433,316
New +$6.26M 0.06% 282

Other funds holding FULC

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
TCM
TCG Crossover Management Palo Alto, California $3.5B AUM 1,165.83% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TGI
TRV GP IV Boston, Massachusetts $267M AUM 965.83% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Jefferies Financial Group's FULC Position: Q3 2024 in Review

Jefferies Financial Group sold out of Fulcrum Therapeutics (FULC) in Q3 2024, closing a stake of 1,433,316 shares — an estimated $8.89M sold.

Jefferies Financial Group first reported a position in FULC in Q3 2023 and held it in 4 quarters. The position peaked at $10.9M in Q1 2024. 130 funds tracked by Wall St. Rank hold FULC as of Q3 2024.

  • Jefferies Financial Group reported no remaining Fulcrum Therapeutics position as of Q3 2024 after selling out during the quarter.
  • Jefferies Financial Group sold 1,433,316 Fulcrum Therapeutics shares in Q3 2024, an estimated $8.89M.
  • Jefferies Financial Group first reported a position in Fulcrum Therapeutics in Q3 2023 and held it in 4 quarters.
  • Jefferies Financial Group's Fulcrum Therapeutics position peaked at $10.9M in Q1 2024.
  • 130 funds tracked by Wall St. Rank held Fulcrum Therapeutics as of Q3 2024.

Based on Jefferies Financial Group's 13F filing for Q3 2024, filed 14 Nov 2024.