Potomac Capital Management’s LeonaBio Inc LONA Stock Holding History

Potomac Capital Management’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	$363K	Buy	14,959 +7,500	+101%	+$133K	0.42%	42
2023 Q3	$151K	Hold	7,459	–	–	0.19%	45
2023 Q2	$220K	Sell	7,459 -541	-7%	-$15.4K	0.23%	55
2023 Q1	$200K	Hold	8,000	–	–	0.21%	58
2022 Q4	$254K	Buy	+8,000	New	+$252K	0.3%	53
2022 Q2	–	Sell	-4,000	Closed	-$540K	–	73
2022 Q1	$540K	Hold	4,000	–	–	0.47%	49
2021 Q4	$521K	Buy	+4,000	New	+$506K	0.46%	52

Other funds holding LONA

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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Potomac Capital Management's LONA Position: Q4 2023 in Review

Potomac Capital Management increased its LeonaBio Inc (LONA) stake by 101% in Q4 2023, buying an estimated $133K and bringing the position to 14,959 shares worth $363K. The position accounts for 0.42% of the portfolio, ranked #42.

Potomac Capital Management first reported a position in LONA in Q4 2021 and has held it in 7 quarters since. The position peaked at $540K in Q1 2022. 65 funds tracked by Wall St. Rank hold LONA as of Q4 2023.

Potomac Capital Management held 14,959 shares of LeonaBio Inc worth $363K as of Q4 2023.
Potomac Capital Management bought 7,500 LeonaBio Inc shares in Q4 2023, an estimated $133K.
LeonaBio Inc made up 0.42% of Potomac Capital Management's portfolio in Q4 2023, its #42 holding.
Potomac Capital Management first reported a position in LeonaBio Inc in Q4 2021 and has held it in 7 quarters since.
Potomac Capital Management's LeonaBio Inc position peaked at $540K in Q1 2022.
65 funds tracked by Wall St. Rank held LeonaBio Inc as of Q4 2023.

Based on Potomac Capital Management's 13F filing for Q4 2023, filed 15 Feb 2024.