tru Independence’s Alkermes ALKS Stock Holding History

tru Independence’s Portfolio ALKS Stock Details ALKS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	–	Sell	-400	Closed	-$8K	–	330
2020 Q2	$8K	Hold	400	–	–	﹤0.01%	625
2020 Q1	$6K	Hold	400	–	–	﹤0.01%	491
2019 Q4	$6K	Buy	+400	New	+$7.95K	﹤0.01%	631

Other funds holding ALKS

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

SCM

Sarissa Capital Management Greenwich, Connecticut $178M AUM 118.43% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

CCM

Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

tru Independence's ALKS Position: Q3 2020 in Review

tru Independence sold out of Alkermes (ALKS) in Q3 2020, closing a stake of 400 shares — an estimated $8K sold.

tru Independence first reported a position in ALKS in Q4 2019 and held it in 3 quarters. The position peaked at $8K in Q2 2020. 186 funds tracked by Wall St. Rank hold ALKS as of Q3 2020.

tru Independence reported no remaining Alkermes position as of Q3 2020 after selling out during the quarter.
tru Independence sold 400 Alkermes shares in Q3 2020, an estimated $8K.
tru Independence first reported a position in Alkermes in Q4 2019 and held it in 3 quarters.
tru Independence's Alkermes position peaked at $8K in Q2 2020.
186 funds tracked by Wall St. Rank held Alkermes as of Q3 2020.

Based on tru Independence's 13F filing for Q3 2020, filed 19 Nov 2020.