EWM
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Edge Wealth Management’s Ocugen OCGN Stock Holding History

Edge Wealth Management’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
2021
Q2 		– Sell
-30
Closed -$1K – 452
2021
Q1 		$1K Buy
+30
New +$199 ﹤0.01% 409
2020
Q1 		– Sell
-1,000
Closed -$1K – 662
2019
Q4 		$1K Buy
1,000
+967
+2,930% +$961 ﹤0.01% 560
2019
Q3 		$1K Buy
+33
New +$409 ﹤0.01% 562

Other funds holding OCGN

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
VCM
Valiant Capital Management San Francisco, California $1.27B AUM 64.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
SC
Sculptor Capital New York $8.88B AUM 27.49% 1-Year Est. Return