Norden Group’s Longeveron LGVN Stock Holding History

Norden Group’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 Q1	–	Sell	-1,445	Closed	-$19.7K	–	416
2023 Q4	$19.7K	Hold	1,445	–	–	﹤0.01%	275
2023 Q3	$33.8K	Buy	+1,445	New	+$41.3K	0.01%	257

Other funds holding LGVN

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

TRCT

Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LFA

LGT Financial Advisors Dallas, Texas $18.9M AUM 25.06% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HGERS

Householder Group Estate & Retirement Specialist Scottsdale, Arizona $134M AUM 22.36% 1-Year Est. Return

Norden Group's LGVN Position: Q1 2024 in Review

Norden Group sold out of Longeveron (LGVN) in Q1 2024, closing a stake of 1,445 shares — an estimated $19.7K sold.

Norden Group first reported a position in LGVN in Q3 2023 and held it in 2 quarters. The position peaked at $33.8K in Q3 2023. 12 funds tracked by Wall St. Rank hold LGVN as of Q1 2024.

Norden Group reported no remaining Longeveron position as of Q1 2024 after selling out during the quarter.
Norden Group sold 1,445 Longeveron shares in Q1 2024, an estimated $19.7K.
Norden Group first reported a position in Longeveron in Q3 2023 and held it in 2 quarters.
Norden Group's Longeveron position peaked at $33.8K in Q3 2023.
12 funds tracked by Wall St. Rank held Longeveron as of Q1 2024.

Based on Norden Group's 13F filing for Q1 2024, filed 19 Apr 2024.