Mercer Global Advisors
CARM

Mercer Global Advisors’s Carisma Therapeutics CARM Stock Holding History

Mercer Global Advisors’s Portfolio CARM Stock Details CARM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-1,235
Closed -$15K – 1944
2022
Q4 		$15K Hold
1,235
– – ﹤0.01% 1910
2022
Q3 		$10K Buy
1,235
+75
+6% +$1.02K ﹤0.01% 1804
2022
Q2 		$19K Buy
1,160
+50
+5% +$572 ﹤0.01% 1799
2022
Q1 		$13K Hold
1,110
– – ﹤0.01% 1863
2021
Q4 		$18K Buy
+1,110
New +$22.3K ﹤0.01% 1786
2021
Q3 		– Sell
-1,338
Closed -$124K – 1761
2021
Q2 		$124K Buy
1,338
+171
+15% +$10.9K ﹤0.01% 1610
2021
Q1 		$61K Buy
1,167
+494
+73% +$23.3K ﹤0.01% 1574
2020
Q4 		$18K Hold
673
– – ﹤0.01% 1341
2020
Q3 		$19K Buy
+673
New +$13.5K ﹤0.01% 1227

Other funds holding CARM

TOTUOP
Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM
TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DCM
Deuterium Capital Management Clearwater, Florida $86M AUM 87.31% 1-Year Est. Return
WIM
Wittenberg Investment Management Carlisle, Massachusetts $269M AUM 28.17% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Mercer Global Advisors's CARM Position: Q1 2023 in Review

Mercer Global Advisors sold out of Carisma Therapeutics (CARM) in Q1 2023, closing a stake of 1,235 shares — an estimated $15K sold.

Mercer Global Advisors first reported a position in CARM in Q3 2020 and held it in 9 quarters. The position peaked at $124K in Q2 2021. 37 funds tracked by Wall St. Rank hold CARM as of Q1 2023.

  • Mercer Global Advisors reported no remaining Carisma Therapeutics position as of Q1 2023 after selling out during the quarter.
  • Mercer Global Advisors sold 1,235 Carisma Therapeutics shares in Q1 2023, an estimated $15K.
  • Mercer Global Advisors first reported a position in Carisma Therapeutics in Q3 2020 and held it in 9 quarters.
  • Mercer Global Advisors's Carisma Therapeutics position peaked at $124K in Q2 2021.
  • 37 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q1 2023.

Based on Mercer Global Advisors's 13F filing for Q1 2023, filed 16 May 2023.