Ergoteles’s LeonaBio Inc LONA Stock Holding History

Ergoteles’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
2023 Q3	–	Sell	-3,360	Closed	-$99.1K	–	96
2023 Q2	$99.1K	Buy	+3,360	New	+$95.7K	﹤0.01%	917
2023 Q1	–	Sell	-2,088	Closed	-$66.2K	–	1242
2022 Q4	$66.2K	Buy	+2,088	New	+$65.8K	﹤0.01%	1266

Other funds holding LONA

Perceptive Advisors New York $5.12B AUM 314.02% 1-Year Est. Return

BBA

Baker Bros. Advisors New York $17.4B AUM 131.5% 1-Year Est. Return

BCM

BML Capital Management Zionsville, Indiana $156M AUM 129.82% 1-Year Est. Return

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

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Ergoteles's LONA Position: Q3 2023 in Review

Ergoteles sold out of LeonaBio Inc (LONA) in Q3 2023, closing a stake of 3,360 shares — an estimated $99.1K sold.

Ergoteles first reported a position in LONA in Q4 2022 and held it in 2 quarters. The position peaked at $99.1K in Q2 2023. 70 funds tracked by Wall St. Rank hold LONA as of Q3 2023.

Ergoteles reported no remaining LeonaBio Inc position as of Q3 2023 after selling out during the quarter.
Ergoteles sold 3,360 LeonaBio Inc shares in Q3 2023, an estimated $99.1K.
Ergoteles first reported a position in LeonaBio Inc in Q4 2022 and held it in 2 quarters.
Ergoteles's LeonaBio Inc position peaked at $99.1K in Q2 2023.
70 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2023.

Based on Ergoteles's 13F filing for Q3 2023, filed 14 Nov 2023.