Monarch Partners Asset Management’s Personalis PSNL Stock Holding History

Monarch Partners Asset Management’s Portfolio PSNL Stock Details PSNL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	$636K	Buy	321,406 +2,343	+0.7%	+$5.9K	0.19%	130
2022 Q3	$948K	Buy	319,063 +71,105	+29%	+$271K	0.28%	127
2022 Q2	$855K	Hold	247,958	–	–	0.24%	136
2022 Q1	$2.03M	Buy	247,958 +57,860	+30%	+$599K	0.45%	103
2021 Q4	$2.71M	Sell	190,098 -69,299	-27%	-$1.16M	0.55%	77
2021 Q3	$4.99M	Buy	259,397 +170,187	+191%	+$3.56M	0.73%	58
2021 Q2	$2.26M	Buy	+89,210	New	+$2.04M	0.32%	101

Other funds holding PSNL

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

WSC

Wellington Shields & Co New York $392M AUM 30.65% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

WSCM

Wellington Shields Capital Management New York $666M AUM 45.43% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Monarch Partners Asset Management's PSNL Position: Q4 2022 in Review

Monarch Partners Asset Management increased its Personalis (PSNL) stake by 0.73% in Q4 2022, buying an estimated $5.9K and bringing the position to 321,406 shares worth $636K. The position accounts for 0.19% of the portfolio, ranked #130.

Monarch Partners Asset Management first reported a position in PSNL in Q2 2021 and has held it in 7 quarters since. The position peaked at $4.99M in Q3 2021. 80 funds tracked by Wall St. Rank hold PSNL as of Q4 2022.

Monarch Partners Asset Management held 321,406 shares of Personalis worth $636K as of Q4 2022.
Monarch Partners Asset Management bought 2,343 Personalis shares in Q4 2022, an estimated $5.9K.
Personalis made up 0.19% of Monarch Partners Asset Management's portfolio in Q4 2022, its #130 holding.
Monarch Partners Asset Management first reported a position in Personalis in Q2 2021 and has held it in 7 quarters since.
Monarch Partners Asset Management's Personalis position peaked at $4.99M in Q3 2021.
80 funds tracked by Wall St. Rank held Personalis as of Q4 2022.

Based on Monarch Partners Asset Management's 13F filing for Q4 2022, filed 2 Feb 2023.