LWM
CELG

Lyell Wealth Management’s Celgene Corp CELG Stock Holding History

Lyell Wealth Management’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-7,329
Closed -$654K – 112
2018
Q1 		$654K Sell
7,329
-12,970
-64% -$1.25M 0.24% 80
2017
Q4 		$2.12M Sell
20,299
-1,910
-9% -$216K 0.84% 51
2017
Q3 		$3.24M Buy
22,209
+1,972
+10% +$269K 1.4% 32
2017
Q2 		$2.63M Buy
20,237
+3,447
+21% +$422K 1.28% 36
2017
Q1 		$2.09M Sell
16,790
-620
-4% -$74.2K 1.13% 42
2016
Q4 		$2.02M Buy
+17,410
New +$1.94M 1.25% 41

Other funds holding CELG

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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lyell Wealth Management's CELG Position: Q2 2018 in Review

Lyell Wealth Management sold out of Celgene Corp (CELG) in Q2 2018, closing a stake of 7,329 shares — an estimated $654K sold.

Lyell Wealth Management first reported a position in CELG in Q4 2016 and held it in 6 quarters. The position peaked at $3.24M in Q3 2017. 1,360 funds tracked by Wall St. Rank hold CELG as of Q2 2018.

  • Lyell Wealth Management reported no remaining Celgene Corp position as of Q2 2018 after selling out during the quarter.
  • Lyell Wealth Management sold 7,329 Celgene Corp shares in Q2 2018, an estimated $654K.
  • Lyell Wealth Management first reported a position in Celgene Corp in Q4 2016 and held it in 6 quarters.
  • Lyell Wealth Management's Celgene Corp position peaked at $3.24M in Q3 2017.
  • 1,360 funds tracked by Wall St. Rank held Celgene Corp as of Q2 2018.

Based on Lyell Wealth Management's 13F filing for Q2 2018, filed 30 Jul 2018.