Massachusetts Financial Services
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Massachusetts Financial Services’s Fate Therapeutics FATE Stock Holding History

Massachusetts Financial Services’s Portfolio FATE Stock Details FATE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-163,104
Closed -$571K – 891
2024
Q3 		$571K Sell
163,104
-3,951
-2% -$15.4K ﹤0.01% 815
2024
Q2 		$548K Buy
167,055
+5,605
+3% +$24.5K ﹤0.01% 825
2024
Q1 		$1.19M Buy
+161,450
New +$999K ﹤0.01% 774
2023
Q3 		– Sell
-34,362
Closed -$164K – 849
2023
Q2 		$164K Sell
34,362
-809
-2% -$4.46K ﹤0.01% 818
2023
Q1 		$200K Buy
+35,171
New +$212K ﹤0.01% 834

Other funds holding FATE

RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
Bellevue Group Kuesnacht, Switzerland $4.75B AUM 68.58% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
DM
Deerfield Management New York $9.59B AUM 113.36% 1-Year Est. Return
JJ
Johnson & Johnson New Brunswick, New Jersey $799M AUM 253.51% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
EC
EcoR1 Capital San Francisco, California $2.06B AUM 215.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Massachusetts Financial Services's FATE Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Fate Therapeutics (FATE) in Q4 2024, closing a stake of 163,104 shares — an estimated $571K sold.

Massachusetts Financial Services first reported a position in FATE in Q1 2023 and held it in 5 quarters. The position peaked at $1.19M in Q1 2024. 159 funds tracked by Wall St. Rank hold FATE as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Fate Therapeutics position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 163,104 Fate Therapeutics shares in Q4 2024, an estimated $571K.
  • Massachusetts Financial Services first reported a position in Fate Therapeutics in Q1 2023 and held it in 5 quarters.
  • Massachusetts Financial Services's Fate Therapeutics position peaked at $1.19M in Q1 2024.
  • 159 funds tracked by Wall St. Rank held Fate Therapeutics as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.