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Summit Rock Advisors’s Phathom Pharmaceuticals PHAT Stock Holding History

Summit Rock Advisors’s Portfolio PHAT Stock Details PHAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-34,100
Closed -$288K – 8
2022
Q2 		$288K Hold
34,100
– – 0.24% 7
2022
Q1 		$464K Hold
34,100
– – 0.28% 5
2021
Q4 		$671K Hold
34,100
– – 0.4% 5
2021
Q3 		$1.09M Hold
34,100
– – 0.65% 5
2021
Q2 		$1.15M Hold
34,100
– – 0.46% 4
2021
Q1 		$1.28M Sell
34,100
-250
-0.7% -$10.5K 0.44% 6
2020
Q4 		$1.14M Sell
34,350
-426
-1% -$17.3K 0.4% 8
2020
Q3 		$1.27M Hold
34,776
– – 0.59% 5
2020
Q2 		$1.14M Buy
+34,776
New +$1.34M 1.07% 5

Other funds holding PHAT

FLSM
Frazier Life Sciences Management Palo Alto, California $3.89B AUM 201.1% 1-Year Est. Return
MVM
Medicxi Ventures Management St. Helier, Jersey $982M AUM 210.17% 1-Year Est. Return
DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
Ensign Peak Advisors
Ensign Peak Advisors Salt Lake City, Utah $53.7B AUM 29.47% 1-Year Est. Return
6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
A
Abingworth London, United Kingdom $307M AUM 93.47% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Summit Rock Advisors's PHAT Position: Q3 2022 in Review

Summit Rock Advisors sold out of Phathom Pharmaceuticals (PHAT) in Q3 2022, closing a stake of 34,100 shares — an estimated $288K sold.

Summit Rock Advisors first reported a position in PHAT in Q2 2020 and held it in 9 quarters. The position peaked at $1.28M in Q1 2021. 94 funds tracked by Wall St. Rank hold PHAT as of Q3 2022.

  • Summit Rock Advisors reported no remaining Phathom Pharmaceuticals position as of Q3 2022 after selling out during the quarter.
  • Summit Rock Advisors sold 34,100 Phathom Pharmaceuticals shares in Q3 2022, an estimated $288K.
  • Summit Rock Advisors first reported a position in Phathom Pharmaceuticals in Q2 2020 and held it in 9 quarters.
  • Summit Rock Advisors's Phathom Pharmaceuticals position peaked at $1.28M in Q1 2021.
  • 94 funds tracked by Wall St. Rank held Phathom Pharmaceuticals as of Q3 2022.

Based on Summit Rock Advisors's 13F filing for Q3 2022, filed 2 Nov 2022.