| Q2 2024 |
217 |
$136M |
+$14.6M |
-$36.4M |
-$21.7M |
UTHR, BCRX, RITM, PFE, HRMY
|
13F-HR |
7/25/2024, 03:22 PM |
| Q1 2024 |
228 |
$166M |
+$53.4M |
-$34.5M |
+$18.9M |
PFE, RITM, HRMY, UTHR, PCRX
|
13F-HR |
4/24/2024, 08:49 AM |
| Q4 2023 |
216 |
$149M |
+$35.8M |
-$70.5M |
-$34.7M |
RITM, GLPG, BCRX, PCRX, HRMY
|
13F-HR |
2/14/2024, 10:24 AM |
| Q3 2023 |
234 |
$176M |
+$37.3M |
-$31.2M |
+$6.06M |
WBA, RITM, BCRX, HRMY, SHY
|
13F-HR |
11/13/2023, 10:19 AM |
| Q2 2023 |
231 |
$180M |
+$67.5M |
-$36M |
+$31.5M |
JAZZ, RITM, HRMY, GLPG, BCRX
|
13F-HR |
8/8/2023, 03:43 PM |
| Q1 2023 |
209 |
$145M |
+$61.3M |
-$17.6M |
+$43.8M |
SHY, RITM, GLPG, BCRX, CNC
|
13F-HR |
5/12/2023, 01:48 PM |
| Q4 2022 |
165 |
$101M |
+$34.5M |
-$38.6M |
-$4.04M |
RITM, HZNP, COOP, GSK, PRCT
|
Restatement |
2/13/2023, 01:22 PM |
| Q3 2022 |
184 |
$97.4M |
$0 |
$0 |
|
SHY, RITM, COOP, SNY, IWD
|
13F-HR |
11/8/2022, 12:51 PM |
| Q4 2021 |
220 |
$343M |
+$33.5M |
-$90.7M |
-$57.3M |
MBB, VMBS, INVH, AMH, SHY
|
13F-HR |
2/25/2022, 10:56 AM |
| Q3 2021 |
194 |
$393M |
+$41.5M |
-$11.2M |
+$30.3M |
MBB, VMBS, INVH, AMH, RITM
|
13F-HR |
3/9/2022, 04:03 PM |
| Q2 2021 |
209 |
$368M |
+$79M |
-$17.8M |
+$61.2M |
MBB, VMBS, INVH, AMH, STXS
|
13F-HR |
3/9/2022, 04:16 PM |
| Q1 2021 |
206 |
$297M |
+$58.5M |
-$5.99M |
+$52.6M |
MBB, VMBS, INVH, AMH, STXS
|
13F-HR |
3/9/2022, 04:24 PM |
| Q4 2020 |
205 |
$240M |
+$35.8M |
-$9.81M |
+$26M |
MBB, VMBS, AMH, INVH, OMCL
|
13F-HR |
3/11/2022, 11:47 AM |
| Q3 2020 |
165 |
$207M |
+$31.9M |
-$4.53M |
+$27.3M |
MBB, VMBS, AMH, INVH, SHY
|
13F-HR |
3/11/2022, 11:56 AM |
| Q2 2020 |
144 |
$177M |
$0 |
$0 |
|
MBB, VMBS, AMH, INVH, SHY
|
13F-HR |
3/11/2022, 12:15 PM |