Stifel Financial
CLYM

Stifel Financial’s Climb Bio CLYM Stock Holding History

Stifel Financial’s Portfolio CLYM Stock Details CLYM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-14,650
Closed -$38.5K – 3428
2023
Q3 		$38.5K Sell
14,650
-250
-2% -$682 ﹤0.01% 3200
2023
Q2 		$41.7K Buy
14,900
+38
+0.3% +$115 ﹤0.01% 3249
2023
Q1 		$43.1K Hold
14,862
– – ﹤0.01% 3242
2022
Q4 		$54.5K Sell
14,862
-1,300
-8% -$3.86K ﹤0.01% 3182
2022
Q3 		$52K Buy
16,162
+3,332
+26% +$10.6K ﹤0.01% 3182
2022
Q2 		$39K Buy
12,830
+2,673
+26% +$12.6K ﹤0.01% 3247
2022
Q1 		$85K Buy
+10,157
New +$94.8K ﹤0.01% 3270

Other funds holding CLYM

RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return
DCM
Driehaus Capital Management Chicago, Illinois $13.6B AUM 173.98% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Atom Investors Austin, Texas $1.4B AUM 23.77% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return

Stifel Financial's CLYM Position: Q4 2023 in Review

Stifel Financial sold out of Climb Bio (CLYM) in Q4 2023, closing a stake of 14,650 shares — an estimated $38.5K sold.

Stifel Financial first reported a position in CLYM in Q1 2022 and held it in 7 quarters. The position peaked at $85K in Q1 2022. 23 funds tracked by Wall St. Rank hold CLYM as of Q4 2023.

  • Stifel Financial reported no remaining Climb Bio position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 14,650 Climb Bio shares in Q4 2023, an estimated $38.5K.
  • Stifel Financial first reported a position in Climb Bio in Q1 2022 and held it in 7 quarters.
  • Stifel Financial's Climb Bio position peaked at $85K in Q1 2022.
  • 23 funds tracked by Wall St. Rank held Climb Bio as of Q4 2023.

Based on Stifel Financial's 13F filing for Q4 2023, filed 12 Feb 2024.