NMM
LGVN

Naples Money Management’s Longeveron LGVN Stock Holding History

Naples Money Management’s Portfolio LGVN Stock Details LGVN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$1.36K Buy
700
+600
+600% +$1.53K ﹤0.01% 332
2024
Q2 		$157 Buy
+100
New +$175 ﹤0.01% 387

Other funds holding LGVN

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIAS
Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vontobel Holding
Vontobel Holding Zurich, Switzerland $31.4B AUM 31.97% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Naples Money Management's LGVN Position: Q3 2024 in Review

Naples Money Management increased its Longeveron (LGVN) stake by 600% in Q3 2024, buying an estimated $1.53K and bringing the position to 700 shares worth $1.36K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Naples Money Management first reported a position in LGVN in Q2 2024 and has held it in 2 quarters since. 19 funds tracked by Wall St. Rank hold LGVN as of Q3 2024.

  • Naples Money Management held 700 shares of Longeveron worth $1.36K as of Q3 2024.
  • Naples Money Management bought 600 Longeveron shares in Q3 2024, an estimated $1.53K.
  • Longeveron made up ﹤0.01% of Naples Money Management's portfolio in Q3 2024, its #332 holding.
  • Naples Money Management first reported a position in Longeveron in Q2 2024 and has held it in 2 quarters since.
  • 19 funds tracked by Wall St. Rank held Longeveron as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.