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 $6.66B AUM 360.84% 1-Year Est. Return
BCM
BML Capital Management Zionsville, Indiana $176M AUM 123.21% 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 $191M AUM 102.42% 1-Year Est. Return
SAM
Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return
TCM
Tang Capital Management San Diego, California $2.2B AUM 156.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $34.3B AUM 27.35% 1-Year Est. Return

Sargent Investment Group's LONA Position: Q1 2025 in Review

Sargent Investment Group sold out of LeonaBio Inc (LONA) in Q1 2025, closing a stake of 1,092 shares — an estimated $5.8K sold.

Sargent Investment Group first reported a position in LONA in Q2 2022 and held it in 11 quarters. The position peaked at $61.5K in Q2 2023. 53 funds tracked by Wall St. Rank hold LONA as of Q1 2025.

  • Sargent Investment Group reported no remaining LeonaBio Inc position as of Q1 2025 after selling out during the quarter.
  • Sargent Investment Group sold 1,092 LeonaBio Inc shares in Q1 2025, an estimated $5.8K.
  • Sargent Investment Group first reported a position in LeonaBio Inc in Q2 2022 and held it in 11 quarters.
  • Sargent Investment Group's LeonaBio Inc position peaked at $61.5K in Q2 2023.
  • 53 funds tracked by Wall St. Rank held LeonaBio Inc as of Q1 2025.

Based on Sargent Investment Group's 13F filing for Q1 2025, filed 5 May 2025.