Shell Asset Management’s Lyell Immunopharma LYEL Stock Holding History

Shell Asset Management’s Portfolio LYEL Stock Details LYEL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q3	–	Sell	-320	Closed	-$3K	–	1222
2025 Q2	$3K	Hold	320	–	–	﹤0.01%	1264
2025 Q1	$3K	Sell	320 -321	-50%	-$3.93K	﹤0.01%	1257
2024 Q4	$8K	Sell	641 -5,758	-90%	-$114K	﹤0.01%	1254
2024 Q3	$177K	Buy	+6,399	New	+$188K	0.01%	880
2024 Q1	$190K	Sell	6,536 -664	-9%	-$28.4K	0.01%	841
2023 Q4	$279K	Sell	7,200 -2,158	-23%	-$77.7K	0.01%	734
2023 Q3	$275K	Sell	9,358 -162	-2%	-$7.69K	0.01%	791
2023 Q2	$605K	Buy	+9,520	New	+$527K	0.02%	509

Other funds holding LYEL

AVM

Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return

MWG Management Road Town, Tortola, British Virgin Islands $81.3M AUM 2.28% 1-Year Est. Return

FCMI

Foresite Capital Management IV Larkspur, California $290M AUM 143.88% 1-Year Est. Return

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

OPL

Orland Properties Ltd Road Town, Tortola, British Virgin Islands $202M AUM 2.79% 1-Year Est. Return

Decheng Capital Menlo Park, California $732M AUM 275.56% 1-Year Est. Return

Almitas Capital Santa Monica, California $417M AUM 22.81% 1-Year Est. Return

FCMV

Foresite Capital Management V Larkspur, California $362M AUM 386.37% 1-Year Est. Return

venBio Partners San Francisco, California $519M AUM 339.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

Shell Asset Management's LYEL Position: Q3 2025 in Review

Shell Asset Management sold out of Lyell Immunopharma (LYEL) in Q3 2025, closing a stake of 320 shares — an estimated $3K sold.

Shell Asset Management first reported a position in LYEL in Q2 2023 and held it in 8 quarters. The position peaked at $605K in Q2 2023. 59 funds tracked by Wall St. Rank hold LYEL as of Q3 2025.

Shell Asset Management reported no remaining Lyell Immunopharma position as of Q3 2025 after selling out during the quarter.
Shell Asset Management sold 320 Lyell Immunopharma shares in Q3 2025, an estimated $3K.
Shell Asset Management first reported a position in Lyell Immunopharma in Q2 2023 and held it in 8 quarters.
Shell Asset Management's Lyell Immunopharma position peaked at $605K in Q2 2023.
59 funds tracked by Wall St. Rank held Lyell Immunopharma as of Q3 2025.

Based on Shell Asset Management's 13F filing for Q3 2025, filed 7 Nov 2025.