Bank of Montreal
OCUL icon

Bank of Montreal’s Ocular Therapeutix OCUL Stock Holding History

Bank of Montreal’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-18,100
Closed -$55K – 4956
2019
Q3 		$55K Hold
18,100
– – ﹤0.01% 3565
2019
Q2 		$80K Buy
+18,100
New +$67K ﹤0.01% 3474
2017
Q4 		– Sell
-2,000
Closed -$12K – 4281
2017
Q3 		$12K Hold
2,000
– – ﹤0.01% 3649
2017
Q2 		$19K Buy
+2,000
New +$19.4K ﹤0.01% 3552

Other funds holding OCUL

OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
SAM
Sectoral Asset Management Montreal, Quebec, Canada $121M AUM 73.47% 1-Year Est. Return

Bank of Montreal's OCUL Position: Q3 2023 in Review

Bank of Montreal sold out of Ocular Therapeutix (OCUL) in Q3 2023, closing a stake of 181,509 shares — an estimated $937K sold.

Bank of Montreal first reported a position in OCUL in Q4 2015 and held it in 24 quarters. The position peaked at $1.08M in Q1 2022. 113 funds tracked by Wall St. Rank hold OCUL as of Q3 2023.

  • Bank of Montreal reported no remaining Ocular Therapeutix position as of Q3 2023 after selling out during the quarter.
  • Bank of Montreal sold 181,509 Ocular Therapeutix shares in Q3 2023, an estimated $937K.
  • Bank of Montreal first reported a position in Ocular Therapeutix in Q4 2015 and held it in 24 quarters.
  • Bank of Montreal's Ocular Therapeutix position peaked at $1.08M in Q1 2022.
  • 113 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q3 2023.

Based on Bank of Montreal's 13F filing for Q3 2023, filed 1 Nov 2023.