Tortoise Investment Management’s Intellia Therapeutics NTLA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-2,000	Closed	-$29K	–	594
2019 Q4	$29K	Hold	2,000	–	–	0.01%	286
2019 Q3	$27K	Hold	2,000	–	–	0.01%	285
2019 Q2	$33K	Hold	2,000	–	–	0.01%	285
2019 Q1	$34K	Buy	2,000 +1,000	+100%	+$14.9K	0.01%	276
2018 Q4	$14K	Hold	1,000	–	–	﹤0.01%	353
2018 Q3	$29K	Hold	1,000	–	–	0.01%	285
2018 Q2	$27K	Buy	+1,000	New	+$24.2K	0.01%	297

Other funds holding NTLA

AIM

ARK Investment Management St. Petersburg, Florida $12.9B AUM 64.92% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

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

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

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

AVAI

Atlas Venture Associates IX Boston, Massachusetts $11.8M AUM 58.35% 1-Year Est. Return

Chevy Chase Trust Bethesda, Maryland $34.7B AUM 29.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Tortoise Investment Management's NTLA Position: Q1 2020 in Review

Tortoise Investment Management sold out of Intellia Therapeutics (NTLA) in Q1 2020, closing a stake of 2,000 shares — an estimated $29K sold.

Tortoise Investment Management first reported a position in NTLA in Q2 2018 and held it in 7 quarters. The position peaked at $34K in Q1 2019. 140 funds tracked by Wall St. Rank hold NTLA as of Q1 2020.

Tortoise Investment Management reported no remaining Intellia Therapeutics position as of Q1 2020 after selling out during the quarter.
Tortoise Investment Management sold 2,000 Intellia Therapeutics shares in Q1 2020, an estimated $29K.
Tortoise Investment Management first reported a position in Intellia Therapeutics in Q2 2018 and held it in 7 quarters.
Tortoise Investment Management's Intellia Therapeutics position peaked at $34K in Q1 2019.
140 funds tracked by Wall St. Rank held Intellia Therapeutics as of Q1 2020.

Based on Tortoise Investment Management's 13F filing for Q1 2020, filed 5 May 2020.