Fidelity Investments
LONA

Fidelity Investments’s LeonaBio Inc LONA Stock Holding History

Fidelity Investments’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
Q4 		– Sell
-100
Closed -$2.02K – 5429
2023
Q3 		$2.02K Sell
100
-205
-67% -$5.25K ﹤0.01% 4537
2023
Q2 		$8.99K Buy
305
+199
+188% +$5.67K ﹤0.01% 4181
2023
Q1 		$2.66K Sell
106
-575
-84% -$18.5K ﹤0.01% 4554
2022
Q4 		$21.6K Buy
681
+17
+3% +$536 ﹤0.01% 3750
2022
Q3 		$20K Buy
664
+630
+1,853% +$21.7K ﹤0.01% 3846
2022
Q2 		$1K Buy
34
+27
+386% +$2.47K ﹤0.01% 4665
2022
Q1 		$1K Buy
+7
New +$738 ﹤0.01% 4757
2021
Q3 		– Hold
0
– – – 4314
2021
Q2 		– Hold
0
– – – 4214
2020
Q4 		– Sell
-55,940
Closed -$10.3M – 3805
2020
Q3 		$10.3M Buy
+55,940
New +$9.34M ﹤0.01% 1825

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
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Fidelity Investments's LONA Position: Q4 2023 in Review

Fidelity Investments sold out of LeonaBio Inc (LONA) in Q4 2023, closing a stake of 100 shares — an estimated $2.02K sold.

Fidelity Investments first reported a position in LONA in Q3 2020 and held it in 8 quarters. The position peaked at $10.3M in Q3 2020. 65 funds tracked by Wall St. Rank hold LONA as of Q4 2023.

  • Fidelity Investments reported no remaining LeonaBio Inc position as of Q4 2023 after selling out during the quarter.
  • Fidelity Investments sold 100 LeonaBio Inc shares in Q4 2023, an estimated $2.02K.
  • Fidelity Investments first reported a position in LeonaBio Inc in Q3 2020 and held it in 8 quarters.
  • Fidelity Investments's LeonaBio Inc position peaked at $10.3M in Q3 2020.
  • 65 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2023.

Based on Fidelity Investments's 13F filing for Q4 2023, filed 13 Feb 2024.