BP
UBX

Ballentine Partners’s Unity Biotechnology UBX Stock Holding History

Ballentine Partners’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-57,046
Closed -$83.9K – 949
2024
Q3 		$83.9K Buy
+57,046
New +$83.8K ﹤0.01% 813
2021
Q4 		– Sell
-3,106
Closed -$93K – 485
2021
Q3 		$93K Hold
3,106
– – ﹤0.01% 418
2021
Q2 		$144K Hold
3,106
– – 0.01% 412
2021
Q1 		$186K Buy
+3,106
New +$212K 0.01% 383

Other funds holding UBX

AVM
Arch Venture Management Chicago, Illinois $1.1B AUM 356.62% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
FFVM
Founders Fund V Management San Francisco, California $2.16M AUM 77.37% 1-Year Est. Return
CM
Cercano Management Bellevue, Washington $750M AUM 25.77% 1-Year Est. Return

Ballentine Partners's UBX Position: Q4 2024 in Review

Ballentine Partners sold out of Unity Biotechnology (UBX) in Q4 2024, closing a stake of 57,046 shares — an estimated $83.9K sold.

Ballentine Partners first reported a position in UBX in Q1 2021 and held it in 4 quarters. The position peaked at $186K in Q1 2021. 37 funds tracked by Wall St. Rank hold UBX as of Q4 2024.

  • Ballentine Partners reported no remaining Unity Biotechnology position as of Q4 2024 after selling out during the quarter.
  • Ballentine Partners sold 57,046 Unity Biotechnology shares in Q4 2024, an estimated $83.9K.
  • Ballentine Partners first reported a position in Unity Biotechnology in Q1 2021 and held it in 4 quarters.
  • Ballentine Partners's Unity Biotechnology position peaked at $186K in Q1 2021.
  • 37 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2024.

Based on Ballentine Partners's 13F filing for Q4 2024, filed 16 Jan 2025.