Bank of Montreal
LONA

Bank of Montreal’s LeonaBio Inc LONA Stock Holding History

Bank of Montreal’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
2022
Q2 		– Sell
-2,000
Closed -$268K – 4073
2022
Q1 		$268K Sell
2,000
-30
-1% -$3.16K ﹤0.01% 3260
2021
Q4 		$259K Sell
2,030
-44
-2% -$5.56K ﹤0.01% 2817
2021
Q3 		$198K Buy
2,074
+35
+2% +$3.56K ﹤0.01% 3329
2021
Q2 		$215K Sell
2,039
-6
-0.3% -$1.05K ﹤0.01% 3189
2021
Q1 		$381K Sell
2,045
-156
-7% -$34.4K ﹤0.01% 2800
2020
Q4 		$590K Buy
+2,201
New +$519K ﹤0.01% 2620

Other funds holding LONA

PA
Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $9.44B AUM 157.3% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of Montreal's LONA Position: Q2 2022 in Review

Bank of Montreal sold out of LeonaBio Inc (LONA) in Q2 2022, closing a stake of 2,000 shares — an estimated $268K sold.

Bank of Montreal first reported a position in LONA in Q4 2020 and held it in 6 quarters. The position peaked at $590K in Q4 2020. 98 funds tracked by Wall St. Rank hold LONA as of Q2 2022.

  • Bank of Montreal reported no remaining LeonaBio Inc position as of Q2 2022 after selling out during the quarter.
  • Bank of Montreal sold 2,000 LeonaBio Inc shares in Q2 2022, an estimated $268K.
  • Bank of Montreal first reported a position in LeonaBio Inc in Q4 2020 and held it in 6 quarters.
  • Bank of Montreal's LeonaBio Inc position peaked at $590K in Q4 2020.
  • 98 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2022.

Based on Bank of Montreal's 13F filing for Q2 2022, filed 11 Aug 2022.