Wellington Management Group
KZR

Wellington Management Group’s Kezar Life Sciences KZR Stock Holding History

Wellington Management Group’s Portfolio KZR Stock Details KZR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-14,309
Closed -$448K – 1915
2023
Q1 		$448K Buy
14,309
+191
+1% +$11.1K ﹤0.01% 1853
2022
Q4 		$994K Buy
14,118
+7,269
+106% +$539K ﹤0.01% 1636
2022
Q3 		$590K Buy
+6,849
New +$665K ﹤0.01% 1754
2018
Q3 		– Sell
-3,333
Closed -$577K – 2267
2018
Q2 		$577K Buy
+3,333
New +$582K ﹤0.01% 1997

Other funds holding KZR

SCM
Suvretta Capital Management New York $3.92B AUM 86.67% 1-Year Est. Return
APM
Avidity Partners Management Dallas, Texas $936M AUM 195% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PM
Prosight Management Dallas, Texas $610M AUM 40.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SFM
Sphera Funds Management Tel Aviv, Israel $630M AUM 108.65% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Wellington Management Group's KZR Position: Q2 2023 in Review

Wellington Management Group sold out of Kezar Life Sciences (KZR) in Q2 2023, closing a stake of 14,309 shares — an estimated $448K sold.

Wellington Management Group first reported a position in KZR in Q2 2018 and held it in 4 quarters. The position peaked at $994K in Q4 2022. 104 funds tracked by Wall St. Rank hold KZR as of Q2 2023.

  • Wellington Management Group reported no remaining Kezar Life Sciences position as of Q2 2023 after selling out during the quarter.
  • Wellington Management Group sold 14,309 Kezar Life Sciences shares in Q2 2023, an estimated $448K.
  • Wellington Management Group first reported a position in Kezar Life Sciences in Q2 2018 and held it in 4 quarters.
  • Wellington Management Group's Kezar Life Sciences position peaked at $994K in Q4 2022.
  • 104 funds tracked by Wall St. Rank held Kezar Life Sciences as of Q2 2023.

Based on Wellington Management Group's 13F filing for Q2 2023, filed 14 Aug 2023.