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Westwood Holdings Group’s Caribou Biosciences CRBU Stock Holding History

Westwood Holdings Group’s Portfolio CRBU Stock Details CRBU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-251,467
Closed -$1.29M – 459
2024
Q1 		$1.29M Sell
251,467
-25,738
-9% -$159K 0.01% 343
2023
Q4 		$1.59M Buy
277,205
+124,769
+82% +$617K 0.01% 336
2023
Q3 		$729K Buy
+152,436
New +$946K 0.01% 364

Other funds holding CRBU

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PHS
PFM Health Sciences San Francisco, California $1.1B AUM 57.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
KCM
Kynam Capital Management Princeton, New Jersey $1.62B AUM 138.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Westwood Holdings Group's CRBU Position: Q2 2024 in Review

Westwood Holdings Group sold out of Caribou Biosciences (CRBU) in Q2 2024, closing a stake of 251,467 shares — an estimated $1.29M sold.

Westwood Holdings Group first reported a position in CRBU in Q3 2023 and held it in 3 quarters. The position peaked at $1.59M in Q4 2023. 140 funds tracked by Wall St. Rank hold CRBU as of Q2 2024.

  • Westwood Holdings Group reported no remaining Caribou Biosciences position as of Q2 2024 after selling out during the quarter.
  • Westwood Holdings Group sold 251,467 Caribou Biosciences shares in Q2 2024, an estimated $1.29M.
  • Westwood Holdings Group first reported a position in Caribou Biosciences in Q3 2023 and held it in 3 quarters.
  • Westwood Holdings Group's Caribou Biosciences position peaked at $1.59M in Q4 2023.
  • 140 funds tracked by Wall St. Rank held Caribou Biosciences as of Q2 2024.

Based on Westwood Holdings Group's 13F filing for Q2 2024, filed 13 Aug 2024.