W.R. Berkley Corp’s Peak Bio, Inc. Common Stock PKBO Stock Holding History

W.R. Berkley Corp’s Portfolio PKBO Stock Details PKBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2022 Q4	–	Sell	-370,500	Closed	-$3.7M	–	402
2022 Q3	$3.7M	Buy	370,500 +30,182	+9%	+$300K	0.18%	98
2022 Q2	$3.36M	Buy	340,318 +225,574	+197%	+$2.22M	0.17%	111
2022 Q1	$1.13M	Hold	114,744	–	–	0.06%	326
2021 Q4	$1.12M	Hold	114,744	–	–	0.06%	325
2021 Q3	$1.96M	Buy	+114,744	New	+$1.11M	0.13%	156

Other funds holding PKBO

PAI

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

W.R. Berkley Corp's PKBO Position: Q4 2022 in Review

W.R. Berkley Corp sold out of Peak Bio, Inc. Common Stock (PKBO) in Q4 2022, closing a stake of 370,500 shares — an estimated $3.7M sold.

W.R. Berkley Corp first reported a position in PKBO in Q3 2021 and held it in 5 quarters. The position peaked at $3.7M in Q3 2022. 9 funds tracked by Wall St. Rank hold PKBO as of Q4 2022.

W.R. Berkley Corp reported no remaining Peak Bio, Inc. Common Stock position as of Q4 2022 after selling out during the quarter.
W.R. Berkley Corp sold 370,500 Peak Bio, Inc. Common Stock shares in Q4 2022, an estimated $3.7M.
W.R. Berkley Corp first reported a position in Peak Bio, Inc. Common Stock in Q3 2021 and held it in 5 quarters.
W.R. Berkley Corp's Peak Bio, Inc. Common Stock position peaked at $3.7M in Q3 2022.
9 funds tracked by Wall St. Rank held Peak Bio, Inc. Common Stock as of Q4 2022.

Based on W.R. Berkley Corp's 13F filing for Q4 2022, filed 14 Feb 2023.