Tortoise Investment Management’s Carisma Therapeutics CARM Stock Holding History

Tortoise Investment Management’s Portfolio CARM Stock Details CARM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-200	Closed	-$620	–	780
2023 Q1	$620	Hold	200	–	–	﹤0.01%	735
2022 Q4	$2.44K	Hold	200	–	–	﹤0.01%	671
2022 Q3	$2K	Hold	200	–	–	﹤0.01%	680
2022 Q2	$3K	Hold	200	–	–	﹤0.01%	639
2022 Q1	$2K	Hold	200	–	–	﹤0.01%	631
2021 Q4	$3K	Hold	200	–	–	﹤0.01%	582
2021 Q3	$3K	Sell	200 -100	-33%	-$4.8K	﹤0.01%	560
2021 Q2	$28K	Buy	300 +20	+7%	+$1.27K	0.01%	336
2021 Q1	$15K	Sell	280 -70	-20%	-$3.3K	﹤0.01%	386
2020 Q4	$9K	Hold	350	–	–	﹤0.01%	423
2020 Q3	$10K	Sell	350 -150	-30%	-$3K	﹤0.01%	377
2020 Q2	$7K	Hold	500	–	–	﹤0.01%	395
2020 Q1	$6K	Buy	500 +100	+25%	+$1.64K	﹤0.01%	420
2019 Q4	$8K	Buy	+400	New	+$9.19K	﹤0.01%	434
2019 Q3	–	Sell	-250	Closed	-$8K	–	598
2019 Q2	$8K	Buy	+250	New	+$7.49K	﹤0.01%	451

Other funds holding CARM

TOTUOP

Trustees of The University of Pennsylvania Philaldelphia, Pennsylvania $297M AUM

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

TGA

TPG GP A Fort Worth, Texas $3.68B AUM 14.99% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Tortoise Investment Management's CARM Position: Q2 2023 in Review

Tortoise Investment Management sold out of Carisma Therapeutics (CARM) in Q2 2023, closing a stake of 200 shares — an estimated $620 sold.

Tortoise Investment Management first reported a position in CARM in Q2 2019 and held it in 15 quarters. The position peaked at $28K in Q2 2021. 53 funds tracked by Wall St. Rank hold CARM as of Q2 2023.

Tortoise Investment Management reported no remaining Carisma Therapeutics position as of Q2 2023 after selling out during the quarter.
Tortoise Investment Management sold 200 Carisma Therapeutics shares in Q2 2023, an estimated $620.
Tortoise Investment Management first reported a position in Carisma Therapeutics in Q2 2019 and held it in 15 quarters.
Tortoise Investment Management's Carisma Therapeutics position peaked at $28K in Q2 2021.
53 funds tracked by Wall St. Rank held Carisma Therapeutics as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.