Rockefeller Capital Management
LONA

Rockefeller Capital Management’s LeonaBio Inc LONA Stock Holding History

Rockefeller 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
Q2 		– Sell
-3,010
Closed -$75K – 1819
2023
Q1 		$75K Hold
3,010
– – ﹤0.01% 1906
2022
Q4 		$95K Hold
3,010
– – ﹤0.01% 2048
2022
Q3 		$89K Buy
3,010
+2,000
+198% +$69K ﹤0.01% 2052
2022
Q2 		$30K Hold
1,010
– – ﹤0.01% 2510
2022
Q1 		$136K Buy
+1,010
New +$106K ﹤0.01% 1850

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BBA
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BCM
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Rockefeller Capital Management's LONA Position: Q2 2023 in Review

Rockefeller Capital Management sold out of LeonaBio Inc (LONA) in Q2 2023, closing a stake of 3,010 shares — an estimated $75K sold.

Rockefeller Capital Management first reported a position in LONA in Q1 2022 and held it in 5 quarters. The position peaked at $136K in Q1 2022. 77 funds tracked by Wall St. Rank hold LONA as of Q2 2023.

  • Rockefeller Capital Management reported no remaining LeonaBio Inc position as of Q2 2023 after selling out during the quarter.
  • Rockefeller Capital Management sold 3,010 LeonaBio Inc shares in Q2 2023, an estimated $75K.
  • Rockefeller Capital Management first reported a position in LeonaBio Inc in Q1 2022 and held it in 5 quarters.
  • Rockefeller Capital Management's LeonaBio Inc position peaked at $136K in Q1 2022.
  • 77 funds tracked by Wall St. Rank held LeonaBio Inc as of Q2 2023.

Based on Rockefeller Capital Management's 13F filing for Q2 2023, filed 14 Aug 2023.