Stifel Financial
ORTX

Stifel Financial’s Orchard Therapeutics plc American Depositary Shares ORTX Stock Holding History

Stifel Financial’s Portfolio ORTX Stock Details ORTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-31,418
Closed -$243K – 3445
2023
Q3 		$243K Buy
31,418
+3,004
+11% +$16.3K ﹤0.01% 2897
2023
Q2 		$148K Buy
+28,414
New +$145K ﹤0.01% 3106

Other funds holding ORTX

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
BCM
Beryl Capital Management Redondo Beach, California $110M AUM 317.92% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
LP
LMR Partners London, United Kingdom $45.4B AUM 60.68% 1-Year Est. Return
Tudor Investment Corp
Tudor Investment Corp Stamford, Connecticut $53.9B AUM 29.12% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GCIA
Gabelli & Co Investment Advisers Rye, New York $674M AUM 64.52% 1-Year Est. Return
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Stifel Financial's ORTX Position: Q4 2023 in Review

Stifel Financial sold out of Orchard Therapeutics plc American Depositary Shares (ORTX) in Q4 2023, closing a stake of 31,418 shares — an estimated $243K sold.

Stifel Financial first reported a position in ORTX in Q2 2023 and held it in 2 quarters. The position peaked at $243K in Q3 2023. 47 funds tracked by Wall St. Rank hold ORTX as of Q4 2023.

  • Stifel Financial reported no remaining Orchard Therapeutics plc American Depositary Shares position as of Q4 2023 after selling out during the quarter.
  • Stifel Financial sold 31,418 Orchard Therapeutics plc American Depositary Shares shares in Q4 2023, an estimated $243K.
  • Stifel Financial first reported a position in Orchard Therapeutics plc American Depositary Shares in Q2 2023 and held it in 2 quarters.
  • Stifel Financial's Orchard Therapeutics plc American Depositary Shares position peaked at $243K in Q3 2023.
  • 47 funds tracked by Wall St. Rank held Orchard Therapeutics plc American Depositary Shares as of Q4 2023.

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