WIS
CELG

Wright Investors Service’s Celgene Corp CELG Stock Holding History

Wright Investors Service’s Portfolio CELG Stock Details CELG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-9,754
Closed -$969K – 157
2019
Q3 		$969K Hold
9,754
– – 0.35% 77
2019
Q2 		$902K Sell
9,754
-7,324
-43% -$695K 0.34% 76
2019
Q1 		$1.61M Buy
17,078
+5,772
+51% +$505K 0.65% 48
2018
Q4 		$725K Sell
11,306
-21
-0.2% -$1.55K 0.31% 83
2018
Q3 		$1.01M Hold
11,327
– – 0.37% 69
2018
Q2 		$900K Sell
11,327
-398
-3% -$33K 0.36% 73
2018
Q1 		$1.05M Sell
11,725
-4,140
-26% -$397K 0.36% 83
2017
Q4 		$1.66M Buy
15,865
+7,157
+82% +$808K 0.55% 53
2017
Q3 		$1.27M Sell
8,708
-169
-2% -$23K 0.46% 57
2017
Q2 		$1.15M Buy
8,877
+305
+4% +$37.4K 0.44% 59
2017
Q1 		$1.07M Buy
8,572
+400
+5% +$47.9K 0.43% 65
2016
Q4 		$946K Buy
8,172
+5,905
+260% +$658K 0.41% 80
2016
Q3 		$237K Sell
2,267
-80
-3% -$8.66K 0.1% 195
2016
Q2 		$231K Hold
2,347
– – 0.1% 205
2016
Q1 		$235K Buy
+2,347
New +$242K 0.09% 206
2015
Q4 		– Sell
-3,808
Closed -$412K – 261
2015
Q3 		$412K Buy
+3,808
New +$473K 0.19% 157
2014
Q4 		– Sell
-2,376
Closed -$225K – 237
2014
Q3 		$225K Sell
2,376
-118
-5% -$10.6K 0.11% 185
2014
Q2 		$214K Buy
+2,494
New +$190K 0.1% 207
2014
Q1 		– Sell
-2,604
Closed -$220K – 236
2013
Q4 		$220K Sell
2,604
-4
-0.2% -$317 0.1% 206
2013
Q3 		$201K Buy
+2,608
New +$183K 0.09% 208

Other funds holding CELG

FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
PCMC
Private Capital Management (Colorado) Denver, Colorado $501M AUM 17.09% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $488M AUM 17.59% 1-Year Est. Return

Wright Investors Service's CELG Position: Q4 2019 in Review

Wright Investors Service sold out of Celgene Corp (CELG) in Q4 2019, closing a stake of 9,754 shares — an estimated $969K sold.

Wright Investors Service first reported a position in CELG in Q3 2013 and held it in 20 quarters. The position peaked at $1.66M in Q4 2017. 4 funds tracked by Wall St. Rank hold CELG as of Q4 2019.

  • Wright Investors Service reported no remaining Celgene Corp position as of Q4 2019 after selling out during the quarter.
  • Wright Investors Service sold 9,754 Celgene Corp shares in Q4 2019, an estimated $969K.
  • Wright Investors Service first reported a position in Celgene Corp in Q3 2013 and held it in 20 quarters.
  • Wright Investors Service's Celgene Corp position peaked at $1.66M in Q4 2017.
  • 4 funds tracked by Wall St. Rank held Celgene Corp as of Q4 2019.

Based on Wright Investors Service's 13F filing for Q4 2019, filed 28 Jan 2020.