LJAC
GERN icon

L.J. Altfest & Co’s Geron GERN Stock Holding History

L.J. Altfest & Co’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11,893
Closed -$33K – 141
2017
Q2 		$33K Hold
11,893
– – 0.02% 140
2017
Q1 		$27K Buy
+11,893
New +$25.4K 0.01% 137
2016
Q4 		– Sell
-11,893
Closed -$27K – 138
2016
Q3 		$27K Hold
11,893
– – 0.02% 121
2016
Q2 		$32K Hold
11,893
– – 0.02% 118
2016
Q1 		$35K Buy
+11,893
New +$35.6K 0.04% 83
2015
Q4 		– Sell
-10,893
Closed -$30K – 104
2015
Q3 		$30K Hold
10,893
– – 0.03% 119
2015
Q2 		$47K Hold
10,893
– – 0.04% 93
2015
Q1 		$41K Hold
10,893
– – 0.04% 92
2014
Q4 		$35.4K Hold
10,893
– – 0.03% 115
2014
Q3 		$23K Sell
10,893
-632
-5% -$1.56K 0.02% 67
2014
Q2 		$33K Buy
+11,525
New +$24.1K 0.03% 65

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

L.J. Altfest & Co's GERN Position: Q3 2017 in Review

L.J. Altfest & Co sold out of Geron (GERN) in Q3 2017, closing a stake of 11,893 shares — an estimated $33K sold.

L.J. Altfest & Co first reported a position in GERN in Q2 2014 and held it in 11 quarters. The position peaked at $47K in Q2 2015. 112 funds tracked by Wall St. Rank hold GERN as of Q3 2017.

  • L.J. Altfest & Co reported no remaining Geron position as of Q3 2017 after selling out during the quarter.
  • L.J. Altfest & Co sold 11,893 Geron shares in Q3 2017, an estimated $33K.
  • L.J. Altfest & Co first reported a position in Geron in Q2 2014 and held it in 11 quarters.
  • L.J. Altfest & Co's Geron position peaked at $47K in Q2 2015.
  • 112 funds tracked by Wall St. Rank held Geron as of Q3 2017.

Based on L.J. Altfest & Co's 13F filing for Q3 2017, filed 23 Oct 2017.