Joel Greenblatt’s Sera Prognostics SERA Stock Holding History

Joel Greenblatt’s Portfolio SERA Stock Details SERA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-11,752	Closed	-$159K	–	1645
2024 Q4	$159K	Buy	+11,752	New	+$86.4K	﹤0.01%	1387

Other funds holding SERA

BBA

Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

Vivo Capital Palo Alto, California $1.1B AUM 799.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

AIC

AWM Investment Company New York $1.15B AUM 201.65% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

Joel Greenblatt's SERA Position: Q1 2025 in Review

Joel Greenblatt sold out of Sera Prognostics (SERA) in Q1 2025, closing a stake of 11,752 shares — an estimated $159K sold.

Joel Greenblatt first reported a position in SERA in Q4 2024 and held it in 1 quarter. The position peaked at $159K in Q4 2024. 71 funds tracked by Wall St. Rank hold SERA as of Q1 2025.

Joel Greenblatt reported no remaining Sera Prognostics position as of Q1 2025 after selling out during the quarter.
Joel Greenblatt sold 11,752 Sera Prognostics shares in Q1 2025, an estimated $159K.
Joel Greenblatt first reported a position in Sera Prognostics in Q4 2024 and held it in 1 quarter.
Joel Greenblatt's Sera Prognostics position peaked at $159K in Q4 2024.
71 funds tracked by Wall St. Rank held Sera Prognostics as of Q1 2025.

Based on Gotham Asset Management's 13F filing for Q1 2025, filed 15 May 2025.