Bank of Montreal
OCGN icon

Bank of Montreal’s Ocugen OCGN Stock Holding History

Bank of Montreal’s Portfolio OCGN Stock Details OCGN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-11,679
Closed -$10.7K – 4202
2023
Q1 		$10.7K Buy
11,679
+5,726
+96% +$6.24K ﹤0.01% 3611
2022
Q4 		$7.8K Buy
+5,953
New +$9.28K ﹤0.01% 3799
2022
Q3 		– Sell
-5,917
Closed -$15 – 4325
2022
Q2 		$15 Buy
5,917
+165
+3% +$395 ﹤0.01% 3804
2022
Q1 		$20K Buy
+5,752
New +$20.2K ﹤0.01% 3927
2021
Q1 		– Sell
-13,000
Closed -$32K – 5274
2020
Q4 		$32K Buy
+13,000
New +$6.26K ﹤0.01% 4189

Other funds holding OCGN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of Montreal's OCGN Position: Q2 2023 in Review

Bank of Montreal sold out of Ocugen (OCGN) in Q2 2023, closing a stake of 11,679 shares — an estimated $10.7K sold.

Bank of Montreal first reported a position in OCGN in Q4 2020 and held it in 5 quarters. The position peaked at $32K in Q4 2020. 96 funds tracked by Wall St. Rank hold OCGN as of Q2 2023.

  • Bank of Montreal reported no remaining Ocugen position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 11,679 Ocugen shares in Q2 2023, an estimated $10.7K.
  • Bank of Montreal first reported a position in Ocugen in Q4 2020 and held it in 5 quarters.
  • Bank of Montreal's Ocugen position peaked at $32K in Q4 2020.
  • 96 funds tracked by Wall St. Rank held Ocugen as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.