SFG
LENZ

Steward Financial Group’s LENZ Therapeutics LENZ Stock Holding History

Steward Financial Group’s Portfolio LENZ Stock Details LENZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-2
Closed – – 1036
2023
Q1 		$0 Hold
2
– – ﹤0.01% 938
2022
Q4 		$0 Buy
+2
New +$46 ﹤0.01% 852
2022
Q3 		– Sell
-2
Closed – – 1375
2022
Q2 		$0 Buy
+2
New +$45 ﹤0.01% 1434

Other funds holding LENZ

EC
EcoR1 Capital San Francisco, California $2.36B AUM 204.53% 1-Year Est. Return
SB
Samsara BioCapital Palo Alto, California $1.03B AUM 214.94% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BOTOTLSJU
Board of Trustees of The Leland Stanford Junior University Redwood City, California $849M AUM 55.45% 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

Steward Financial Group's LENZ Position: Q2 2023 in Review

Steward Financial Group sold out of LENZ Therapeutics (LENZ) in Q2 2023, closing a stake of 2 shares.

Steward Financial Group first reported a position in LENZ in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 66 funds tracked by Wall St. Rank hold LENZ as of Q2 2023.

  • Steward Financial Group reported no remaining LENZ Therapeutics position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 2 LENZ Therapeutics shares in Q2 2023.
  • Steward Financial Group first reported a position in LENZ Therapeutics in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's LENZ Therapeutics position peaked at $0 in Q1 2023.
  • 66 funds tracked by Wall St. Rank held LENZ Therapeutics as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.