KA
TVRD

Kerrisdale Advisers’s Tvardi Therapeutics TVRD Stock Holding History

Kerrisdale Advisers’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
2017
Q4 		– Sell
-392
Closed -$193K – 13
2017
Q3 		$193K Sell
392
-997
-72% -$499K 0.2% 12
2017
Q2 		$770K Buy
+1,389
New +$881K 0.71% 18

Other funds holding TVRD

RCP
Rho Capital Partners New York $20.4M AUM
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
C
Chescapmanager Baltimore, Maryland $1.12B AUM 67.49% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kerrisdale Advisers's TVRD Position: Q4 2017 in Review

Kerrisdale Advisers sold out of Tvardi Therapeutics (TVRD) in Q4 2017, closing a stake of 392 shares — an estimated $193K sold.

Kerrisdale Advisers first reported a position in TVRD in Q2 2017 and held it in 2 quarters. The position peaked at $770K in Q2 2017. 127 funds tracked by Wall St. Rank hold TVRD as of Q4 2017.

  • Kerrisdale Advisers reported no remaining Tvardi Therapeutics position as of Q4 2017 after selling out during the quarter.
  • Kerrisdale Advisers sold 392 Tvardi Therapeutics shares in Q4 2017, an estimated $193K.
  • Kerrisdale Advisers first reported a position in Tvardi Therapeutics in Q2 2017 and held it in 2 quarters.
  • Kerrisdale Advisers's Tvardi Therapeutics position peaked at $770K in Q2 2017.
  • 127 funds tracked by Wall St. Rank held Tvardi Therapeutics as of Q4 2017.

Based on Kerrisdale Advisers's 13F filing for Q4 2017, filed 14 Feb 2018.