Lindbrook Capital’s Ocugen OCGN Stock Holding History

Lindbrook Capital’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
2022 Q4	–	Sell	-727	Closed	-$1K	–	2952
2022 Q3	$1K	Buy	+727	New	+$1.81K	﹤0.01%	2431
2021 Q4	–	Sell	-64	Closed	–	–	2169
2021 Q3	$0	Buy	+64	New	+$470	﹤0.01%	1960

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

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

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

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

Rafferty Asset Management New York $24.6B AUM 47.06% 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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Lindbrook Capital's OCGN Position: Q4 2022 in Review

Lindbrook Capital sold out of Ocugen (OCGN) in Q4 2022, closing a stake of 727 shares — an estimated $1K sold.

Lindbrook Capital first reported a position in OCGN in Q3 2021 and held it in 2 quarters. The position peaked at $1K in Q3 2022. 114 funds tracked by Wall St. Rank hold OCGN as of Q4 2022.

Lindbrook Capital reported no remaining Ocugen position as of Q4 2022 after selling out during the quarter.
Lindbrook Capital sold 727 Ocugen shares in Q4 2022, an estimated $1K.
Lindbrook Capital first reported a position in Ocugen in Q3 2021 and held it in 2 quarters.
Lindbrook Capital's Ocugen position peaked at $1K in Q3 2022.
114 funds tracked by Wall St. Rank held Ocugen as of Q4 2022.

Based on Lindbrook Capital's 13F filing for Q4 2022, filed 25 Jan 2023.