Summit Trail Advisors’s Unity Biotechnology UBX Stock Holding History

Summit Trail Advisors’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
2022 Q4	–	Sell	-1,346	Closed	-$5K	–	426
2022 Q3	$5K	Hold	1,346	–	–	﹤0.01%	376
2022 Q2	$8K	Hold	1,346	–	–	﹤0.01%	384
2022 Q1	$15K	Hold	1,346	–	–	﹤0.01%	326
2021 Q4	$20K	Hold	1,346	–	–	﹤0.01%	296
2021 Q3	$40K	Hold	1,346	–	–	﹤0.01%	262
2021 Q2	$62K	Hold	1,346	–	–	0.01%	218
2021 Q1	$81K	Hold	1,346	–	–	0.01%	188
2020 Q4	$71K	Buy	+1,346	New	+$64.9K	0.01%	183
2020 Q3	–	Sell	-1,346	Closed	-$117K	–	241
2020 Q2	$117K	Hold	1,346	–	–	0.02%	161
2020 Q1	$78K	Hold	1,346	–	–	0.02%	120
2019 Q4	$97K	Hold	1,346	–	–	0.06%	71
2019 Q3	$82K	Buy	+1,346	New	+$95.2K	0.03%	88

Other funds holding UBX

AWA

Arete Wealth Advisors Chicago, Illinois $1.33B AUM 25.12% 1-Year Est. Return

AVM

Arch Venture Management Chicago, Illinois $677M AUM 322.07% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

6CM

683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return

Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return

Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Summit Trail Advisors's UBX Position: Q4 2022 in Review

Summit Trail Advisors sold out of Unity Biotechnology (UBX) in Q4 2022, closing a stake of 1,346 shares — an estimated $5K sold.

Summit Trail Advisors first reported a position in UBX in Q3 2019 and held it in 12 quarters. The position peaked at $117K in Q2 2020. 54 funds tracked by Wall St. Rank hold UBX as of Q4 2022.

Summit Trail Advisors reported no remaining Unity Biotechnology position as of Q4 2022 after selling out during the quarter.
Summit Trail Advisors sold 1,346 Unity Biotechnology shares in Q4 2022, an estimated $5K.
Summit Trail Advisors first reported a position in Unity Biotechnology in Q3 2019 and held it in 12 quarters.
Summit Trail Advisors's Unity Biotechnology position peaked at $117K in Q2 2020.
54 funds tracked by Wall St. Rank held Unity Biotechnology as of Q4 2022.

Based on Summit Trail Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.