Lido Advisors
KLRS

Lido Advisors’s Kalaris Therapeutics KLRS Stock Holding History

Lido Advisors’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,710
Closed -$16.5K – 1618
2024
Q4 		$16.5K Hold
1,710
– – ﹤0.01% 1486
2024
Q3 		$31.8K Sell
1,710
-1,743
-50% -$30.5K ﹤0.01% 1438
2024
Q2 		$57.4K Hold
3,453
– – ﹤0.01% 1372
2024
Q1 		$60K Hold
3,453
– – ﹤0.01% 1344
2023
Q4 		$54K Hold
3,453
– – ﹤0.01% 1312
2023
Q3 		$171K Hold
3,453
– – ﹤0.01% 1095
2023
Q2 		$270K Hold
3,453
– – ﹤0.01% 979
2023
Q1 		$313K Hold
3,453
– – ﹤0.01% 859
2022
Q4 		$407K Hold
3,453
– – 0.01% 676
2022
Q3 		$626K Hold
3,453
– – 0.01% 487
2022
Q2 		$309K Hold
3,453
– – ﹤0.01% 732
2022
Q1 		$536K Hold
3,453
– – 0.01% 584
2021
Q4 		$1.03M Hold
3,453
– – 0.01% 419
2021
Q3 		$1.99M Sell
3,453
-14,792
-81% -$6.85M 0.03% 268
2021
Q2 		$8.28M Buy
+18,245
New +$9.42M 0.12% 106

Other funds holding KLRS

SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
GS
Gilead Sciences Foster City, California $2.12B AUM 143.53% 1-Year Est. Return
OCA
Octagon Capital Advisors New York $904M AUM 737.04% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
SL
Siren LLC Greenwich, Connecticut $3.61B AUM 203.3% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's KLRS Position: Q1 2025 in Review

Lido Advisors sold out of Kalaris Therapeutics (KLRS) in Q1 2025, closing a stake of 1,710 shares — an estimated $16.5K sold.

Lido Advisors first reported a position in KLRS in Q2 2021 and held it in 15 quarters. The position peaked at $8.28M in Q2 2021. 32 funds tracked by Wall St. Rank hold KLRS as of Q1 2025.

  • Lido Advisors reported no remaining Kalaris Therapeutics position as of Q1 2025 after selling out during the quarter.
  • Lido Advisors sold 1,710 Kalaris Therapeutics shares in Q1 2025, an estimated $16.5K.
  • Lido Advisors first reported a position in Kalaris Therapeutics in Q2 2021 and held it in 15 quarters.
  • Lido Advisors's Kalaris Therapeutics position peaked at $8.28M in Q2 2021.
  • 32 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q1 2025.

Based on Lido Advisors's 13F filing for Q1 2025, filed 15 May 2025.