B
LONA

Bailard’s LeonaBio Inc LONA Stock Holding History

Bailard’s Portfolio LONA Stock Details LONA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-4,047
Closed -$111K – 730
2024
Q1 		$111K Buy
+4,047
New +$128K ﹤0.01% 722
2023
Q2 		– Sell
-3,389
Closed -$84.7K – 689
2023
Q1 		$84.7K Sell
3,389
-1,120
-25% -$36.1K ﹤0.01% 689
2022
Q4 		$143K Buy
+4,509
New +$142K 0.01% 672

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bailard's LONA Position: Q2 2024 in Review

Bailard sold out of LeonaBio Inc (LONA) in Q2 2024, closing a stake of 4,047 shares — an estimated $111K sold.

Bailard first reported a position in LONA in Q4 2022 and held it in 3 quarters. The position peaked at $143K in Q4 2022. 65 funds tracked by Wall St. Rank hold LONA as of Q2 2024.

  • Bailard reported no remaining LeonaBio Inc position as of Q2 2024 after selling out during the quarter.
  • Bailard sold 4,047 LeonaBio Inc shares in Q2 2024, an estimated $111K.
  • Bailard first reported a position in LeonaBio Inc in Q4 2022 and held it in 3 quarters.
  • Bailard's LeonaBio Inc position peaked at $143K in Q4 2022.
  • 65 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2024.

Based on Bailard's 13F filing for Q2 2024, filed 25 Jul 2024.