SFG
KLRS

SVB Financial Group’s Kalaris Therapeutics KLRS Stock Holding History

SVB Financial Group’s Portfolio KLRS Stock Details KLRS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-748
Closed -$37K – 21
2023
Q3 		$37K Sell
748
-374
-33% -$25.5K 0.07% 17
2023
Q2 		$87.8K Sell
1,122
-374
-25% -$35.5K 0.17% 19
2023
Q1 		$136K Sell
1,496
-374
-20% -$47.6K 0.26% 18
2022
Q4 		$221K Buy
+1,870
New +$317K 0.6% 15

Other funds holding KLRS

AG
Artal Group Luxembourg $1.01B AUM 29.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WP
Woodline Partners San Francisco, California $26.4B AUM 44.85% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AIG
American International Group New York $609M AUM 23.67% 1-Year Est. Return

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

SVB Financial Group sold out of Kalaris Therapeutics (KLRS) in Q4 2023, closing a stake of 748 shares — an estimated $37K sold.

SVB Financial Group first reported a position in KLRS in Q4 2022 and held it in 4 quarters. The position peaked at $221K in Q4 2022. 81 funds tracked by Wall St. Rank hold KLRS as of Q4 2023.

  • SVB Financial Group reported no remaining Kalaris Therapeutics position as of Q4 2023 after selling out during the quarter.
  • SVB Financial Group sold 748 Kalaris Therapeutics shares in Q4 2023, an estimated $37K.
  • SVB Financial Group first reported a position in Kalaris Therapeutics in Q4 2022 and held it in 4 quarters.
  • SVB Financial Group's Kalaris Therapeutics position peaked at $221K in Q4 2022.
  • 81 funds tracked by Wall St. Rank held Kalaris Therapeutics as of Q4 2023.

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