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 Q1	–	Sell	-4,600	Closed	-$6.03K	–	4065
2022 Q4	$6.03K	Buy	+4,600	New	+$7.17K	﹤0.01%	3815
2022 Q3	–	Sell	-4,600	Closed	-$11	–	4326
2022 Q2	$11	Hold	4,600	–	–	﹤0.01%	3847
2022 Q1	$16K	Buy	+4,600	New	+$16.2K	﹤0.01%	3951

Other funds holding OCGN

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

Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return

GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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.