PHS
LONA

PFM Health Sciences’s LeonaBio Inc LONA Stock Holding History

PFM Health Sciences’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
2021
Q3 		– Sell
-67,825
Closed -$6.95M – 88
2021
Q2 		$6.95M Buy
67,825
+20,802
+44% +$3.63M 0.22% 71
2021
Q1 		$8.65M Hold
47,023
– – 0.26% 69
2020
Q4 		$16.1M Buy
47,023
+7,774
+20% +$1.83M 0.57% 58
2020
Q3 		$7.25M Buy
+39,249
New +$6.56M 0.34% 68

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RI
RTW Investments New York $11.7B AUM 174.13% 1-Year Est. Return
LGM
Logos Global Management San Francisco, California $2.32B AUM 536.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
VA
VR Adviser New York $3.3B AUM 525.74% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

PFM Health Sciences's LONA Position: Q3 2021 in Review

PFM Health Sciences sold out of LeonaBio Inc (LONA) in Q3 2021, closing a stake of 67,825 shares — an estimated $6.95M sold.

PFM Health Sciences first reported a position in LONA in Q3 2020 and held it in 4 quarters. The position peaked at $16.1M in Q4 2020. 92 funds tracked by Wall St. Rank hold LONA as of Q3 2021.

  • PFM Health Sciences reported no remaining LeonaBio Inc position as of Q3 2021 after selling out during the quarter.
  • PFM Health Sciences sold 67,825 LeonaBio Inc shares in Q3 2021, an estimated $6.95M.
  • PFM Health Sciences first reported a position in LeonaBio Inc in Q3 2020 and held it in 4 quarters.
  • PFM Health Sciences's LeonaBio Inc position peaked at $16.1M in Q4 2020.
  • 92 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2021.

Based on PFM Health Sciences's 13F filing for Q3 2021, filed 15 Nov 2021.