Bank of Montreal
UPC icon

Bank of Montreal’s Universe Pharmaceuticals Inc UPC Stock Holding History

Bank of Montreal’s Portfolio UPC Stock Details UPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-11
Closed -$99K – 3891
2021
Q3 		$99K Hold
11
– – ﹤0.01% 3454
2021
Q2 		$148K Buy
+11
New +$138K ﹤0.01% 3272

Other funds holding UPC

PVI
Pura Vida Investments New York $14.9M AUM 38.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Bank of Montreal's UPC Position: Q4 2021 in Review

Bank of Montreal sold out of Universe Pharmaceuticals Inc (UPC) in Q4 2021, closing a stake of 11 shares — an estimated $99K sold.

Bank of Montreal first reported a position in UPC in Q2 2021 and held it in 2 quarters. The position peaked at $148K in Q2 2021. 5 funds tracked by Wall St. Rank hold UPC as of Q4 2021.

  • Bank of Montreal reported no remaining Universe Pharmaceuticals Inc position as of Q4 2021 after selling out during the quarter.
  • Bank of Montreal sold 11 Universe Pharmaceuticals Inc shares in Q4 2021, an estimated $99K.
  • Bank of Montreal first reported a position in Universe Pharmaceuticals Inc in Q2 2021 and held it in 2 quarters.
  • Bank of Montreal's Universe Pharmaceuticals Inc position peaked at $148K in Q2 2021.
  • 5 funds tracked by Wall St. Rank held Universe Pharmaceuticals Inc as of Q4 2021.

Based on Bank of Montreal's 13F filing for Q4 2021, filed 11 Feb 2022.