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Tortoise Investment Management’s Allogene Therapeutics ALLO Stock Holding History

Tortoise Investment Management’s Portfolio ALLO Stock Details ALLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-628
Closed -$16K – 648
2021
Q3 		$16K Hold
628
– – ﹤0.01% 408
2021
Q2 		$16K Hold
628
– – ﹤0.01% 403
2021
Q1 		$22K Hold
628
– – ﹤0.01% 348
2020
Q4 		$16K Hold
628
– – ﹤0.01% 348
2020
Q3 		$24K Hold
628
– – 0.01% 289
2020
Q2 		$27K Hold
628
– – 0.01% 269
2020
Q1 		$12K Hold
628
– – ﹤0.01% 349
2019
Q4 		$16K Hold
628
– – ﹤0.01% 347
2019
Q3 		$17K Buy
+628
New +$17.9K ﹤0.01% 336

Other funds holding ALLO

TGA
TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CC
Casdin Capital New York $1.32B AUM 76.62% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Tortoise Investment Management's ALLO Position: Q4 2021 in Review

Tortoise Investment Management sold out of Allogene Therapeutics (ALLO) in Q4 2021, closing a stake of 628 shares — an estimated $16K sold.

Tortoise Investment Management first reported a position in ALLO in Q3 2019 and held it in 9 quarters. The position peaked at $27K in Q2 2020. 177 funds tracked by Wall St. Rank hold ALLO as of Q4 2021.

  • Tortoise Investment Management reported no remaining Allogene Therapeutics position as of Q4 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 628 Allogene Therapeutics shares in Q4 2021, an estimated $16K.
  • Tortoise Investment Management first reported a position in Allogene Therapeutics in Q3 2019 and held it in 9 quarters.
  • Tortoise Investment Management's Allogene Therapeutics position peaked at $27K in Q2 2020.
  • 177 funds tracked by Wall St. Rank held Allogene Therapeutics as of Q4 2021.

Based on Tortoise Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.