SBWM
UBX

Sunflower Bank Wealth Management’s Unity Biotechnology UBX Stock Holding History

Sunflower Bank Wealth Management’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
2020
Q3 		– Sell
-2,000
Closed -$174K – 125
2020
Q2 		$174K Hold
2,000
– – 0.06% 119
2020
Q1 		$116K Buy
2,000
+500
+33% +$31.5K 0.04% 116
2019
Q4 		$108K Buy
+1,500
New +$106K 0.03% 131

Other funds holding UBX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MC
Mayo Clinic Rochester, Minnesota $2.9M AUM 14.49% 1-Year Est. Return
IFA
Invus Financial Advisors New York $89.2M AUM 10.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Sunflower Bank Wealth Management's UBX Position: Q3 2020 in Review

Sunflower Bank Wealth Management sold out of Unity Biotechnology (UBX) in Q3 2020, closing a stake of 2,000 shares — an estimated $174K sold.

Sunflower Bank Wealth Management first reported a position in UBX in Q4 2019 and held it in 3 quarters. The position peaked at $174K in Q2 2020. 79 funds tracked by Wall St. Rank hold UBX as of Q3 2020.

  • Sunflower Bank Wealth Management reported no remaining Unity Biotechnology position as of Q3 2020 after selling out during the quarter.
  • Sunflower Bank Wealth Management sold 2,000 Unity Biotechnology shares in Q3 2020, an estimated $174K.
  • Sunflower Bank Wealth Management first reported a position in Unity Biotechnology in Q4 2019 and held it in 3 quarters.
  • Sunflower Bank Wealth Management's Unity Biotechnology position peaked at $174K in Q2 2020.
  • 79 funds tracked by Wall St. Rank held Unity Biotechnology as of Q3 2020.

Based on Sunflower Bank Wealth Management's 13F filing for Q3 2020, filed 23 Oct 2020.