DJYG
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David J. Yvars Group’s Ocugen OCGN Stock Holding History

David J. Yvars Group’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
2024
Q3 		– Sell
-41,570
Closed -$64.4K – 83
2024
Q2 		$64.4K Buy
41,570
+20,400
+96% +$31.8K 0.04% 78
2024
Q1 		$34.7K Buy
+21,170
New +$17.7K 0.02% 76
2021
Q3 		– Sell
-11,000
Closed -$88K – 89
2021
Q2 		$88K Buy
+11,000
New +$92.8K 0.05% 90

Other funds holding OCGN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
ACM
Altium Capital Management New York $42M AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

David J. Yvars Group's OCGN Position: Q3 2024 in Review

David J. Yvars Group sold out of Ocugen (OCGN) in Q3 2024, closing a stake of 41,570 shares — an estimated $64.4K sold.

David J. Yvars Group first reported a position in OCGN in Q2 2021 and held it in 3 quarters. The position peaked at $88K in Q2 2021. 115 funds tracked by Wall St. Rank hold OCGN as of Q3 2024.

  • David J. Yvars Group reported no remaining Ocugen position as of Q3 2024 after selling out during the quarter.
  • David J. Yvars Group sold 41,570 Ocugen shares in Q3 2024, an estimated $64.4K.
  • David J. Yvars Group first reported a position in Ocugen in Q2 2021 and held it in 3 quarters.
  • David J. Yvars Group's Ocugen position peaked at $88K in Q2 2021.
  • 115 funds tracked by Wall St. Rank held Ocugen as of Q3 2024.

Based on David J. Yvars Group's 13F filing for Q3 2024, filed 31 Oct 2024.