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

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AVM
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Vanguard Group
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Geode Capital Management
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BlackRock
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 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 $2.32B AUM 30.12% 1-Year Est. Return