Bank of Montreal
EPZM

Bank of Montreal’s Epizyme, Inc EPZM Stock Holding History

Bank of Montreal’s Portfolio EPZM Stock Details EPZM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-3,231
Closed -$27K – 5362
2021
Q1 		$27K Sell
3,231
-10,594
-77% -$110K ﹤0.01% 3952
2020
Q4 		$167K Buy
13,825
+9,685
+234% +$119K ﹤0.01% 3328
2020
Q3 		$50K Sell
4,140
-2,981
-42% -$39.9K ﹤0.01% 3431
2020
Q2 		$108K Buy
+7,121
New +$124K ﹤0.01% 3054
2020
Q1 		– Sell
-9,763
Closed -$240K – 4941
2019
Q4 		$240K Buy
9,763
+2,949
+43% +$43.8K ﹤0.01% 3066
2019
Q3 		$70K Sell
6,814
-75,458
-92% -$952K ﹤0.01% 3477
2019
Q2 		$1.03M Buy
+82,272
New +$1.06M ﹤0.01% 2052
2019
Q1 		– Sell
-843
Closed -$5K – 4917
2018
Q4 		$5K Buy
843
+482
+134% +$3.68K ﹤0.01% 4119
2018
Q3 		$4K Sell
361
-11
-3% -$126 ﹤0.01% 4191
2018
Q2 		$5K Buy
+372
New +$5.79K ﹤0.01% 4145
2017
Q3 		– Sell
-161
Closed -$2K – 4373
2017
Q2 		$2K Hold
161
– – ﹤0.01% 4048
2017
Q1 		$3K Hold
161
– – ﹤0.01% 3789
2016
Q4 		$2K Hold
161
– – ﹤0.01% 3911
2016
Q3 		$2K Hold
161
– – ﹤0.01% 3878
2016
Q2 		$2K Sell
161
-66
-29% -$736 ﹤0.01% 3918
2016
Q1 		$3K Buy
227
+161
+244% +$1.63K ﹤0.01% 3934
2015
Q4 		$1K Sell
66
-11
-14% -$163 ﹤0.01% 4134
2015
Q3 		$1K Buy
77
+11
+17% +$222 ﹤0.01% 3910
2015
Q2 		$2K Hold
66
– – ﹤0.01% 3786
2015
Q1 		$1K Hold
66
– – ﹤0.01% 3888
2014
Q4 		$1K Buy
+66
New +$1.54K ﹤0.01% 3945
2014
Q3 		– Sell
-160
Closed -$5K – 4525
2014
Q2 		$5K Buy
+160
New +$3.77K ﹤0.01% 4192

Other funds holding EPZM

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
RM
RP Management New York $139M AUM 37.98% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $724M AUM 96.91% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
KXA
KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return
RSCM
Rock Springs Capital Management Baltimore, Maryland $2.05B AUM 161.37% 1-Year Est. Return
MB
MPM BioImpact Boston, Massachusetts $1.64B AUM 245.64% 1-Year Est. Return

Bank of Montreal's EPZM Position: Q2 2021 in Review

Bank of Montreal sold out of Epizyme, Inc (EPZM) in Q2 2021, closing a stake of 3,231 shares — an estimated $27K sold.

Bank of Montreal first reported a position in EPZM in Q2 2014 and held it in 22 quarters. The position peaked at $1.03M in Q2 2019. 127 funds tracked by Wall St. Rank hold EPZM as of Q2 2021.

  • Bank of Montreal reported no remaining Epizyme, Inc position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 3,231 Epizyme, Inc shares in Q2 2021, an estimated $27K.
  • Bank of Montreal first reported a position in Epizyme, Inc in Q2 2014 and held it in 22 quarters.
  • Bank of Montreal's Epizyme, Inc position peaked at $1.03M in Q2 2019.
  • 127 funds tracked by Wall St. Rank held Epizyme, Inc as of Q2 2021.

Based on Bank of Montreal's 13F filing for Q2 2021, filed 12 Aug 2021.