LM Advisors’s Ginkgo Bioworks DNA Stock Holding History

LM Advisors’s Portfolio DNA Stock Details DNA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-12	Closed	-$836	–	337
2023 Q4	$836	Buy	+12	New	+$735	﹤0.01%	704

Other funds holding DNA

Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return

AIM

ARK Investment Management St. Petersburg, Florida $15.4B AUM 50.29% 1-Year Est. Return

Viking Global Investors Stamford, Connecticut $35.1B AUM 21.36% 1-Year Est. Return

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

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

ACG

Anchorage Capital Group New York $450M AUM 41.75% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.75B AUM 33.73% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

LM Advisors's DNA Position: Q1 2024 in Review

LM Advisors sold out of Ginkgo Bioworks (DNA) in Q1 2024, closing a stake of 12 shares — an estimated $836 sold.

LM Advisors first reported a position in DNA in Q4 2023 and held it in 1 quarter. The position peaked at $836 in Q4 2023. 342 funds tracked by Wall St. Rank hold DNA as of Q1 2024.

LM Advisors reported no remaining Ginkgo Bioworks position as of Q1 2024 after selling out during the quarter.
LM Advisors sold 12 Ginkgo Bioworks shares in Q1 2024, an estimated $836.
LM Advisors first reported a position in Ginkgo Bioworks in Q4 2023 and held it in 1 quarter.
LM Advisors's Ginkgo Bioworks position peaked at $836 in Q4 2023.
342 funds tracked by Wall St. Rank held Ginkgo Bioworks as of Q1 2024.

Based on LM Advisors's 13F filing for Q1 2024, filed 15 May 2024.