Ironwood Financial’s Ocugen OCGN Stock Holding History

Ironwood Financial’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 Q4	–	Sell	-15	Closed	–	–	395
2021 Q3	$0	Hold	15	–	–	﹤0.01%	586
2021 Q2	$0	Hold	15	–	–	﹤0.01%	573
2021 Q1	$0	Buy	+15	New	+$100	﹤0.01%	555

Other funds holding OCGN

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

SCA

Southpoint Capital Advisors New York $4.86B AUM 34.09% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Ironwood Financial's OCGN Position: Q4 2021 in Review

Ironwood Financial sold out of Ocugen (OCGN) in Q4 2021, closing a stake of 15 shares.

Ironwood Financial first reported a position in OCGN in Q1 2021 and held it in 3 quarters. The position peaked at $0 in Q3 2021. 122 funds tracked by Wall St. Rank hold OCGN as of Q4 2021.

Ironwood Financial reported no remaining Ocugen position as of Q4 2021 after selling out during the quarter.
Ironwood Financial sold 15 Ocugen shares in Q4 2021.
Ironwood Financial first reported a position in Ocugen in Q1 2021 and held it in 3 quarters.
Ironwood Financial's Ocugen position peaked at $0 in Q3 2021.
122 funds tracked by Wall St. Rank held Ocugen as of Q4 2021.

Based on Ironwood Financial's 13F filing for Q4 2021, filed 28 Jan 2022.