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Stoneridge Investment Partners’s Treace Medical Concepts TMCI Stock Holding History

Stoneridge Investment Partners’s Portfolio TMCI Stock Details TMCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-16,852
Closed -$98K – 163
2024
Q3 		$98K Buy
+16,852
New +$108K 0.04% 103

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Stoneridge Investment Partners's TMCI Position: Q4 2024 in Review

Stoneridge Investment Partners sold out of Treace Medical Concepts (TMCI) in Q4 2024, closing a stake of 16,852 shares — an estimated $98K sold.

Stoneridge Investment Partners first reported a position in TMCI in Q3 2024 and held it in 1 quarter. The position peaked at $98K in Q3 2024. 135 funds tracked by Wall St. Rank hold TMCI as of Q4 2024.

  • Stoneridge Investment Partners reported no remaining Treace Medical Concepts position as of Q4 2024 after selling out during the quarter.
  • Stoneridge Investment Partners sold 16,852 Treace Medical Concepts shares in Q4 2024, an estimated $98K.
  • Stoneridge Investment Partners first reported a position in Treace Medical Concepts in Q3 2024 and held it in 1 quarter.
  • Stoneridge Investment Partners's Treace Medical Concepts position peaked at $98K in Q3 2024.
  • 135 funds tracked by Wall St. Rank held Treace Medical Concepts as of Q4 2024.

Based on Stoneridge Investment Partners's 13F filing for Q4 2024, filed 28 Jan 2025.