Bank of Montreal

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	–	5363
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	–	4942
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	–	4918
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	–	4374
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 $127B AUM 44.11% 1-Year Est. Return

RP Management New York $139M AUM 37.98% 1-Year Est. Return

Redmile Group San Francisco, California $1.51B AUM 164.17% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return

Rock Springs Capital Management Baltimore, Maryland $1.7B AUM 93.03% 1-Year Est. Return

MPM BioImpact Boston, Massachusetts $1.29B AUM 141.72% 1-Year Est. Return