Jupiter Asset Management’s Tvardi Therapeutics TVRD Stock Holding History

Jupiter Asset Management’s Portfolio TVRD Stock Details TVRD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-5,621	Closed	-$991K	–	576
2023 Q1	$991K	Hold	5,621	–	–	0.01%	342
2022 Q4	$2.17M	Hold	5,621	–	–	0.03%	302
2022 Q3	$1.89M	Hold	5,621	–	–	0.03%	351
2022 Q2	$1.84M	Buy	5,621 +247	+5%	+$86.7K	0.03%	385
2022 Q1	$2.35M	Buy	5,374 +4,621	+614%	+$1.9M	0.03%	337
2021 Q4	$335K	Buy	+753	New	+$378K	﹤0.01%	505

Other funds holding TVRD

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

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

DGI

Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return

FCM

Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return

Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return

Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

BCLSI

Bain Capital Life Sciences Investors Boston, Massachusetts $1.11B AUM 171.34% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jupiter Asset Management's TVRD Position: Q2 2023 in Review

Jupiter Asset Management sold out of Tvardi Therapeutics (TVRD) in Q2 2023, closing a stake of 5,621 shares — an estimated $991K sold.

Jupiter Asset Management first reported a position in TVRD in Q4 2021 and held it in 6 quarters. The position peaked at $2.35M in Q1 2022. 137 funds tracked by Wall St. Rank hold TVRD as of Q2 2023.

Jupiter Asset Management reported no remaining Tvardi Therapeutics position as of Q2 2023 after selling out during the quarter.
Jupiter Asset Management sold 5,621 Tvardi Therapeutics shares in Q2 2023, an estimated $991K.
Jupiter Asset Management first reported a position in Tvardi Therapeutics in Q4 2021 and held it in 6 quarters.
Jupiter Asset Management's Tvardi Therapeutics position peaked at $2.35M in Q1 2022.
137 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q2 2023.

Based on Jupiter Asset Management's 13F filing for Q2 2023, filed 10 Aug 2023.