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UBS’s Geron GERN Stock Holding History

UBS’s Portfolio GERN Stock Details GERN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-4,232
Closed -$13K – 10493
2014
Q2 		$13K Sell
4,232
-15,341
-78% -$32K ﹤0.01% 8598
2014
Q1 		$39K Sell
19,573
-5,713
-23% -$22.8K ﹤0.01% 7171
2013
Q4 		$113K Sell
25,286
-132,673
-84% -$569K ﹤0.01% 5929
2013
Q3 		$500K Buy
157,959
+134,154
+564% +$220K ﹤0.01% 4137
2013
Q2 		$34K Buy
+23,805
New +$25.9K ﹤0.01% 7220

Other funds holding GERN

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Camber Capital Management Boston, Massachusetts $1.07B AUM 8.19% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PAI
Palo Alto Investors Palo Alto, California $654M AUM 77.8% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

UBS's GERN Position: Q3 2014 in Review

UBS increased its Geron (GERN) stake by 9.6% in Q3 2014, buying an estimated $12.7K and bringing the position to 59,025 shares worth $118K. The position accounts for ﹤0.01% of the portfolio, ranked #5788.

UBS first reported a position in GERN in Q2 2013 and has held it in 6 quarters since. The position peaked at $163K in Q2 2014. 123 funds tracked by Wall St. Rank hold GERN as of Q3 2014.

  • UBS held 59,025 shares of Geron worth $118K as of Q3 2014.
  • UBS bought 5,161 Geron shares in Q3 2014, an estimated $12.7K.
  • Geron made up ﹤0.01% of UBS's portfolio in Q3 2014, its #5788 holding.
  • UBS first reported a position in Geron in Q2 2013 and has held it in 6 quarters since.
  • UBS's Geron position peaked at $163K in Q2 2014.
  • 123 funds tracked by Wall St. Rank held Geron as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.