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Oak Ridge Investments’s Treace Medical Concepts TMCI Stock Holding History

Oak Ridge Investments’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-126,221
Closed -$1.65M – 155
2024
Q1 		$1.65M Buy
126,221
+12,914
+11% +$172K 0.17% 103
2023
Q4 		$1.44M Buy
113,307
+24,642
+28% +$249K 0.17% 107
2023
Q3 		$1.16M Sell
88,665
-4,076
-4% -$74.6K 0.15% 110
2023
Q2 		$2.37M Sell
92,741
-2,992
-3% -$77.2K 0.29% 95
2023
Q1 		$2.41M Buy
+95,733
New +$2.25M 0.33% 92

Other funds holding TMCI

AC
Armistice Capital New York $5.62B AUM 36.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SCM
Soleus Capital Management Greenwich, Connecticut $2.47B AUM 115.63% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Oak Ridge Investments's TMCI Position: Q2 2024 in Review

Oak Ridge Investments sold out of Treace Medical Concepts (TMCI) in Q2 2024, closing a stake of 126,221 shares — an estimated $1.65M sold.

Oak Ridge Investments first reported a position in TMCI in Q1 2023 and held it in 5 quarters. The position peaked at $2.41M in Q1 2023. 127 funds tracked by Wall St. Rank hold TMCI as of Q2 2024.

  • Oak Ridge Investments reported no remaining Treace Medical Concepts position as of Q2 2024 after selling out during the quarter.
  • Oak Ridge Investments sold 126,221 Treace Medical Concepts shares in Q2 2024, an estimated $1.65M.
  • Oak Ridge Investments first reported a position in Treace Medical Concepts in Q1 2023 and held it in 5 quarters.
  • Oak Ridge Investments's Treace Medical Concepts position peaked at $2.41M in Q1 2023.
  • 127 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q2 2024.

Based on Oak Ridge Investments's 13F filing for Q2 2024, filed 16 Jul 2024.