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Ulland Investment Advisors’s Ocular Therapeutix OCUL Stock Holding History

Ulland Investment Advisors’s Portfolio OCUL Stock Details OCUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-250
Closed -$1K – 223
2023
Q3 		$1K Hold
250
– – ﹤0.01% 207
2023
Q2 		$1K Hold
250
– – ﹤0.01% 207
2023
Q1 		$1K Hold
250
– – ﹤0.01% 199
2022
Q4 		$1K Hold
250
– – ﹤0.01% 207
2022
Q3 		$1K Hold
250
– – ﹤0.01% 209
2022
Q2 		$1K Hold
250
– – ﹤0.01% 237
2022
Q1 		$1K Hold
250
– – ﹤0.01% 255
2021
Q4 		$2K Buy
+250
New +$1.94K ﹤0.01% 202

Other funds holding OCUL

DTC
Deep Track Capital Greenwich, Connecticut $6.12B AUM 144% 1-Year Est. Return
VA
VR Adviser New York $2.68B AUM 422.73% 1-Year Est. Return
SR
Summer Road West Palm Beach, Florida $142M AUM 43.61% 1-Year Est. Return
OM
Opaleye Management Boston, Massachusetts $759M AUM 124.8% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2B AUM 444.09% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
DAM
Deltec Asset Management New York $677M AUM 31.67% 1-Year Est. Return

Ulland Investment Advisors's OCUL Position: Q4 2023 in Review

Ulland Investment Advisors sold out of Ocular Therapeutix (OCUL) in Q4 2023, closing a stake of 250 shares — an estimated $1K sold.

Ulland Investment Advisors first reported a position in OCUL in Q4 2021 and held it in 8 quarters. The position peaked at $2K in Q4 2021. 118 funds tracked by Wall St. Rank hold OCUL as of Q4 2023.

  • Ulland Investment Advisors reported no remaining Ocular Therapeutix position as of Q4 2023 after selling out during the quarter.
  • Ulland Investment Advisors sold 250 Ocular Therapeutix shares in Q4 2023, an estimated $1K.
  • Ulland Investment Advisors first reported a position in Ocular Therapeutix in Q4 2021 and held it in 8 quarters.
  • Ulland Investment Advisors's Ocular Therapeutix position peaked at $2K in Q4 2021.
  • 118 funds tracked by Wall St. Rank held Ocular Therapeutix as of Q4 2023.

Based on Ulland Investment Advisors's 13F filing for Q4 2023, filed 16 Jan 2024.