PDT Partners’s Personalis PSNL Stock Holding History

PDT Partners’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	–	Sell	-25,847	Closed	-$77K	–	840
2022 Q3	$77K	Sell	25,847 -99	-0.4%	-$378	0.01%	796
2022 Q2	$90K	Buy	+25,946	New	+$132K	0.01%	893
2022 Q1	–	Sell	-18,463	Closed	-$263K	–	1070
2021 Q4	$263K	Sell	18,463 -12,858	-41%	-$214K	0.02%	712
2021 Q3	$603K	Sell	31,321 -145,079	-82%	-$3.03M	0.04%	431
2021 Q2	$4.46M	Buy	176,400 +36,859	+26%	+$843K	0.3%	136
2021 Q1	$3.43M	Buy	139,541 +58,848	+73%	+$2.02M	0.25%	164
2020 Q4	$2.95M	Buy	80,693 +54,577	+209%	+$1.65M	0.2%	204
2020 Q3	$566K	Buy	+26,116	New	+$519K	0.04%	420

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

PDT Partners's PSNL Position: Q4 2022 in Review

PDT Partners sold out of Personalis (PSNL) in Q4 2022, closing a stake of 25,847 shares — an estimated $77K sold.

PDT Partners first reported a position in PSNL in Q3 2020 and held it in 8 quarters. The position peaked at $4.46M in Q2 2021. 80 funds tracked by Wall St. Rank hold PSNL as of Q4 2022.

PDT Partners reported no remaining Personalis position as of Q4 2022 after selling out during the quarter.
PDT Partners sold 25,847 Personalis shares in Q4 2022, an estimated $77K.
PDT Partners first reported a position in Personalis in Q3 2020 and held it in 8 quarters.
PDT Partners's Personalis position peaked at $4.46M in Q2 2021.
80 funds tracked by Wall St. Rank held Personalis as of Q4 2022.

Based on PDT Partners's 13F filing for Q4 2022, filed 14 Feb 2023.