Unified Trust Company’s Inovio Pharmaceuticals INO Stock Holding History

Unified Trust Company’s Portfolio INO Stock Details INO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$156K	Buy	1,814 +42	+2%	+$4.21K	0.05%	83
2021 Q2	$197K	Buy	1,772 +66	+4%	+$6.34K	0.06%	81
2021 Q1	$189K	Hold	1,706	–	–	0.06%	77
2020 Q4	$206K	Buy	1,706 +42	+3%	+$5.59K	0.12%	54
2020 Q3	$231K	Buy	1,664 +21	+1%	+$4.38K	0.16%	51
2020 Q2	$531K	Hold	1,643	–	–	0.4%	38
2020 Q1	$146K	Hold	1,643	–	–	0.1%	54
2019 Q4	$65K	Buy	1,643 +83	+5%	+$2.5K	0.04%	58
2019 Q3	$38K	Buy	1,560 +250	+19%	+$7.6K	0.03%	58
2019 Q2	$46K	Buy	1,310 +167	+15%	+$6.63K	0.03%	50
2019 Q1	$51K	Hold	1,143	–	–	0.04%	50
2018 Q4	$54K	Buy	+1,143	New	+$69.4K	0.05%	50

Other funds holding INO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Unified Trust Company's INO Position: Q3 2021 in Review

Unified Trust Company increased its Inovio Pharmaceuticals (INO) stake by 2.4% in Q3 2021, buying an estimated $4.21K and bringing the position to 1,814 shares worth $156K. The position accounts for 0.05% of the portfolio, ranked #83.

Unified Trust Company first reported a position in INO in Q4 2018 and has held it in 12 quarters since. The position peaked at $531K in Q2 2020. 213 funds tracked by Wall St. Rank hold INO as of Q3 2021.

Unified Trust Company held 1,814 shares of Inovio Pharmaceuticals worth $156K as of Q3 2021.
Unified Trust Company bought 42 Inovio Pharmaceuticals shares in Q3 2021, an estimated $4.21K.
Inovio Pharmaceuticals made up 0.05% of Unified Trust Company's portfolio in Q3 2021, its #83 holding.
Unified Trust Company first reported a position in Inovio Pharmaceuticals in Q4 2018 and has held it in 12 quarters since.
Unified Trust Company's Inovio Pharmaceuticals position peaked at $531K in Q2 2020.
213 funds tracked by Wall St. Rank held Inovio Pharmaceuticals as of Q3 2021.

Based on Unified Trust Company's 13F filing for Q3 2021, filed 23 Nov 2021.