MC
SRNE

Mayo Clinic’s Sorrento Therapeutics, Inc. SRNE Stock Holding History

Mayo Clinic’s Portfolio SRNE Stock Details SRNE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-300,000
Closed -$267K – 14
2022
Q4 		$267K Buy
+300,000
New +$398K 0.14% 8
2021
Q2 		$2.91M Sell
300,000
-339,842
-53% -$2.71M 3.21% 5
2021
Q1 		$5.29M Sell
639,842
-18,035
-3% -$190K 6.09% 4
2020
Q4 		$4.49M Buy
+657,877
New +$5.28M 5.41% 6

Other funds holding SRNE

PP
Paloma Partners Greenwich, Connecticut $1.36B AUM 249.29% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
OFA
Oaktree Fund Advisors Los Angles, California $57.8M AUM 67.22% 1-Year Est. Return
CGA
Crescent Grove Advisors Lake Forest, Illinois $1.2B AUM 23.08% 1-Year Est. Return
LCM
Lattice Capital Management Kirkland, Washington $49.5M AUM 28.58% 1-Year Est. Return
STB
S&T Bank Indiana, Pennsylvania $333M AUM 106.39% 1-Year Est. Return
GA
GoalVest Advisory New York $539M AUM 27.49% 1-Year Est. Return
HFRG
Houlihan Financial Resource Group Ashburn, Virginia $281M AUM 17.68% 1-Year Est. Return
VFA
Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return
GBWM
Granite Bay Wealth Management Portsmouth, New Hampshire $1.09B AUM 22.93% 1-Year Est. Return

Mayo Clinic's SRNE Position: Q1 2023 in Review

Mayo Clinic sold out of Sorrento Therapeutics, Inc. (SRNE) in Q1 2023, closing a stake of 300,000 shares — an estimated $267K sold.

Mayo Clinic first reported a position in SRNE in Q4 2020 and held it in 4 quarters. The position peaked at $5.29M in Q1 2021. 34 funds tracked by Wall St. Rank hold SRNE as of Q1 2023.

  • Mayo Clinic reported no remaining Sorrento Therapeutics, Inc. position as of Q1 2023 after selling out during the quarter.
  • Mayo Clinic sold 300,000 Sorrento Therapeutics, Inc. shares in Q1 2023, an estimated $267K.
  • Mayo Clinic first reported a position in Sorrento Therapeutics, Inc. in Q4 2020 and held it in 4 quarters.
  • Mayo Clinic's Sorrento Therapeutics, Inc. position peaked at $5.29M in Q1 2021.
  • 34 funds tracked by Wall St. Rank held Sorrento Therapeutics, Inc. as of Q1 2023.

Based on Mayo Clinic's 13F filing for Q1 2023, filed 5 May 2023.