Advisory Research’s Legend Biotech LEGN Stock Holding History

Advisory Research’s Portfolio LEGN Stock Details LEGN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-5,131	Closed	-$345K	–	407
2023 Q3	$345K	Sell	5,131 -4,448	-46%	-$309K	0.05%	346
2023 Q2	$661K	Buy	9,579 +3,538	+59%	+$231K	0.08%	259
2023 Q1	$291K	Buy	6,041 +70	+1%	+$3.42K	0.05%	293
2022 Q4	$298K	Buy	5,971 +500	+9%	+$24.2K	0.03%	298
2022 Q3	$223K	Sell	5,471 -2,000	-27%	-$93.9K	0.02%	299
2022 Q2	$411K	Buy	+7,471	New	+$315K	0.04%	250

Other funds holding LEGN

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

RCM

RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return

HHLR Advisors Grand Cayman, Cayman Islands $832M AUM 32.38% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

PBA

Paradigm Biocapital Advisors New York $5.34B AUM 380.18% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Advisory Research's LEGN Position: Q4 2023 in Review

Advisory Research sold out of Legend Biotech (LEGN) in Q4 2023, closing a stake of 5,131 shares — an estimated $345K sold.

Advisory Research first reported a position in LEGN in Q2 2022 and held it in 6 quarters. The position peaked at $661K in Q2 2023. 206 funds tracked by Wall St. Rank hold LEGN as of Q4 2023.

Advisory Research reported no remaining Legend Biotech position as of Q4 2023 after selling out during the quarter.
Advisory Research sold 5,131 Legend Biotech shares in Q4 2023, an estimated $345K.
Advisory Research first reported a position in Legend Biotech in Q2 2022 and held it in 6 quarters.
Advisory Research's Legend Biotech position peaked at $661K in Q2 2023.
206 funds tracked by Wall St. Rank held Legend Biotech as of Q4 2023.

Based on Advisory Research's 13F filing for Q4 2023, filed 13 Feb 2024.