Stifel Financial
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Stifel Financial’s Disc Medicine IRON Stock Holding History

Stifel Financial’s Portfolio IRON Stock Details IRON Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-4,703
Closed -$231K – 3435
2024
Q3 		$231K Sell
4,703
-5,015
-52% -$235K ﹤0.01% 3083
2024
Q2 		$438K Buy
9,718
+1,555
+19% +$52.8K ﹤0.01% 2708
2024
Q1 		$508K Buy
8,163
+3
+0% +$195 ﹤0.01% 2599
2023
Q4 		$471K Sell
8,160
-600
-7% -$30.7K ﹤0.01% 2597
2023
Q3 		$412K Hold
8,760
– – ﹤0.01% 2600
2023
Q2 		$389K Sell
8,760
-4,962
-36% -$176K ﹤0.01% 2676
2023
Q1 		$291K Hold
13,722
– – ﹤0.01% 2836
2022
Q4 		$273K Buy
13,722
+9,148
+200% +$456K ﹤0.01% 2814
2022
Q3 		$225K Buy
4,574
+1,453
+47% +$68.6K ﹤0.01% 2885
2022
Q2 		$158K Sell
3,121
-340
-10% -$15K ﹤0.01% 3072
2022
Q1 		$144K Buy
3,461
+1,264
+58% +$66.3K ﹤0.01% 3206
2021
Q4 		$192K Buy
2,197
+990
+82% +$97K ﹤0.01% 3164
2021
Q3 		$146K Buy
+1,207
New +$165K ﹤0.01% 3191

Other funds holding IRON

AVLSA
Atlas Venture Life Science Advisors Cambridge, Massachusetts $790M AUM 223.66% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
PBA
Paradigm Biocapital Advisors New York $4.89B AUM 251.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Stifel Financial's IRON Position: Q4 2024 in Review

Stifel Financial sold out of Disc Medicine (IRON) in Q4 2024, closing a stake of 4,703 shares — an estimated $231K sold.

Stifel Financial first reported a position in IRON in Q3 2021 and held it in 13 quarters. The position peaked at $508K in Q1 2024. 152 funds tracked by Wall St. Rank hold IRON as of Q4 2024.

  • Stifel Financial reported no remaining Disc Medicine position as of Q4 2024 after selling out during the quarter.
  • Stifel Financial sold 4,703 Disc Medicine shares in Q4 2024, an estimated $231K.
  • Stifel Financial first reported a position in Disc Medicine in Q3 2021 and held it in 13 quarters.
  • Stifel Financial's Disc Medicine position peaked at $508K in Q1 2024.
  • 152 funds tracked by Wall St. Rank held Disc Medicine as of Q4 2024.

Based on Stifel Financial's 13F filing for Q4 2024, filed 13 Feb 2025.