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SVB Financial Group’s Cullinan Oncology CGEM Stock Holding History

SVB Financial Group’s Portfolio CGEM Stock Details CGEM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-13,516
Closed -$122K – 14
2023
Q3 		$122K Hold
13,516
– – 0.23% 12
2023
Q2 		$145K Sell
13,516
-6,758
-33% -$71.8K 0.27% 14
2023
Q1 		$207K Sell
20,274
-6,758
-25% -$74.5K 0.4% 14
2022
Q4 		$285K Buy
+27,032
New +$328K 0.78% 13

Other funds holding CGEM

MB
MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return
BOCH
Blue Owl Capital Holdings New York $372M AUM 78.25% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
BI
BVF Inc San Francisco, California $3.14B AUM 249.53% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
B
Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return
NI
Nextech Invest Zurich, Switzerland $1.42B AUM 304.47% 1-Year Est. Return

SVB Financial Group's CGEM Position: Q4 2023 in Review

SVB Financial Group sold out of Cullinan Oncology (CGEM) in Q4 2023, closing a stake of 13,516 shares — an estimated $122K sold.

SVB Financial Group first reported a position in CGEM in Q4 2022 and held it in 4 quarters. The position peaked at $285K in Q4 2022. 113 funds tracked by Wall St. Rank hold CGEM as of Q4 2023.

  • SVB Financial Group reported no remaining Cullinan Oncology position as of Q4 2023 after selling out during the quarter.
  • SVB Financial Group sold 13,516 Cullinan Oncology shares in Q4 2023, an estimated $122K.
  • SVB Financial Group first reported a position in Cullinan Oncology in Q4 2022 and held it in 4 quarters.
  • SVB Financial Group's Cullinan Oncology position peaked at $285K in Q4 2022.
  • 113 funds tracked by Wall St. Rank held Cullinan Oncology as of Q4 2023.

Based on SVB Financial Group's 13F filing for Q4 2023, filed 14 Feb 2024.