Bank of Montreal
UBX

Bank of Montreal’s Unity Biotechnology UBX Stock Holding History

Bank of Montreal’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-106
Closed -$6K – 4886
2021
Q1 		$6K Sell
106
-448
-81% -$30.5K ﹤0.01% 4592
2020
Q4 		$33K Buy
554
+392
+242% +$18.9K ﹤0.01% 4170
2020
Q3 		$6K Sell
162
-101
-38% -$6.4K ﹤0.01% 4363
2020
Q2 		$21K Buy
+263
New +$19.5K ﹤0.01% 3830
2020
Q1 		– Sell
-359
Closed -$26K – 4722
2019
Q4 		$26K Buy
359
+125
+53% +$8.82K ﹤0.01% 4167
2019
Q3 		$14K Sell
234
-260
-53% -$18.4K ﹤0.01% 4279
2019
Q2 		$47K Buy
+494
New +$42K ﹤0.01% 3729
2019
Q1 		– Sell
-35
Closed -$3.97K – 4755
2018
Q4 		$6K Buy
35
+31
+775% +$4.12K ﹤0.01% 4050
2018
Q3 		$1K Hold
4
– – ﹤0.01% 4605
2018
Q2 		$1K Buy
+4
New +$585 ﹤0.01% 4593

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jacobs Levy Equity Management
Jacobs Levy Equity Management Florham Park, New Jersey $23.8B AUM 25.4% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Bank of Montreal sold out of Unity Biotechnology (UBX) in Q2 2021, closing a stake of 106 shares — an estimated $6K sold.

Bank of Montreal first reported a position in UBX in Q2 2018 and held it in 10 quarters. The position peaked at $47K in Q2 2019. 98 funds tracked by Wall St. Rank hold UBX as of Q2 2021.

  • Bank of Montreal reported no remaining Unity Biotechnology position as of Q2 2021 after selling out during the quarter.
  • Bank of Montreal sold 106 Unity Biotechnology shares in Q2 2021, an estimated $6K.
  • Bank of Montreal first reported a position in Unity Biotechnology in Q2 2018 and held it in 10 quarters.
  • Bank of Montreal's Unity Biotechnology position peaked at $47K in Q2 2019.
  • 98 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2021.

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