SIG
LONA

Sargent Investment Group’s LeonaBio Inc LONA Stock Holding History

Sargent Investment Group’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
2025
Q1 		– Sell
-1,092
Closed -$5.8K – 234
2024
Q4 		$5.8K Sell
1,092
-860
-44% -$4.85K ﹤0.01% 235
2024
Q3 		$8.7K Hold
1,952
– – ﹤0.01% 216
2024
Q2 		$51.7K Sell
1,952
-23
-1% -$542 0.01% 214
2024
Q1 		$54.1K Buy
1,975
+155
+9% +$4.92K 0.01% 197
2023
Q4 		$44.2K Sell
1,820
-255
-12% -$4.52K 0.01% 206
2023
Q3 		$41.9K Sell
2,075
-8
-0.4% -$205 0.01% 200
2023
Q2 		$61.5K Buy
2,083
+56
+3% +$1.59K 0.01% 195
2023
Q1 		$51.1K Buy
2,027
+515
+34% +$16.6K 0.01% 193
2022
Q4 		$47.9K Buy
1,512
+19
+1% +$599 0.01% 189
2022
Q3 		$47K Buy
1,493
+465
+45% +$16K 0.01% 181
2022
Q2 		$31K Buy
+1,028
New +$94.2K 0.01% 183

Other funds holding LONA

PA
Perceptive Advisors New York $5.06B AUM 314.02% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $155M AUM 129.82% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PBM
Propel Bio Management Los Angeles, California $159M AUM 60.94% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $6.49B AUM 10.69% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $1.97B AUM 125.1% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return