LPL Financial
UBX

LPL Financial’s Unity Biotechnology UBX Stock Holding History

LPL Financial’s Portfolio UBX Stock Details UBX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-10,455
Closed -$17.1K – 5143
2024
Q1 		$17.1K Buy
+10,455
New +$18.1K ﹤0.01% 4859
2022
Q4 		– Sell
-10,459
Closed -$41K – 4561
2022
Q3 		$41K Buy
+10,459
New +$66K ﹤0.01% 4257
2022
Q2 		– Sell
-7,465
Closed -$84K – 4540
2022
Q1 		$84K Buy
7,465
+5,700
+323% +$63.9K ﹤0.01% 4009
2021
Q4 		$26K Buy
+1,765
New +$38.6K ﹤0.01% 4276
2021
Q2 		– Sell
-6,456
Closed -$387K – 4306
2021
Q1 		$387K Sell
6,456
-16
-0.2% -$1.09K ﹤0.01% 3256
2020
Q4 		$339K Buy
6,472
+64
+1% +$3.09K ﹤0.01% 3106
2020
Q3 		$222K Buy
+6,408
New +$406K ﹤0.01% 3131

Other funds holding UBX

AVM
Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 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
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial's UBX Position: Q2 2024 in Review

LPL Financial sold out of Unity Biotechnology (UBX) in Q2 2024, closing a stake of 10,455 shares — an estimated $17.1K sold.

LPL Financial first reported a position in UBX in Q3 2020 and held it in 7 quarters. The position peaked at $387K in Q1 2021. 39 funds tracked by Wall St. Rank hold UBX as of Q2 2024.

  • LPL Financial reported no remaining Unity Biotechnology position as of Q2 2024 after selling out during the quarter.
  • LPL Financial sold 10,455 Unity Biotechnology shares in Q2 2024, an estimated $17.1K.
  • LPL Financial first reported a position in Unity Biotechnology in Q3 2020 and held it in 7 quarters.
  • LPL Financial's Unity Biotechnology position peaked at $387K in Q1 2021.
  • 39 funds tracked by Wall St. Rank held Unity Biotechnology as of Q2 2024.

Based on LPL Financial's 13F filing for Q2 2024, filed 7 Aug 2024.