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Tortoise Investment Management’s Ocugen OCGN Stock Holding History

Tortoise Investment Management’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
-500
Closed -$4K – 667
2021
Q3 		$4K Buy
+500
New +$3.67K ﹤0.01% 547

Other funds holding OCGN

State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
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
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Tortoise Investment Management's OCGN Position: Q4 2021 in Review

Tortoise Investment Management sold out of Ocugen (OCGN) in Q4 2021, closing a stake of 500 shares — an estimated $4K sold.

Tortoise Investment Management first reported a position in OCGN in Q3 2021 and held it in 1 quarter. The position peaked at $4K in Q3 2021. 122 funds tracked by Wall St. Rank hold OCGN as of Q4 2021.

  • Tortoise Investment Management reported no remaining Ocugen position as of Q4 2021 after selling out during the quarter.
  • Tortoise Investment Management sold 500 Ocugen shares in Q4 2021, an estimated $4K.
  • Tortoise Investment Management first reported a position in Ocugen in Q3 2021 and held it in 1 quarter.
  • Tortoise Investment Management's Ocugen position peaked at $4K in Q3 2021.
  • 122 funds tracked by Wall St. Rank held Ocugen as of Q4 2021.

Based on Tortoise Investment Management's 13F filing for Q4 2021, filed 10 Feb 2022.