Sea Otter Advisors’s Longeveron LGVN Stock Holding History

Sea Otter Advisors’s Portfolio LGVN Stock Details LGVN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q3	–	Sell	-1,342	Closed	-$45.3K	–	272
2023 Q2	$45.3K	Buy	+1,342	New	+$42.6K	0.03%	136

Other funds holding LGVN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

LAS

Lloyd Advisory Services Suwanee, Georgia $349M AUM 13.97% 1-Year Est. Return

Norden Group Provo, Utah $1.22B AUM 36.64% 1-Year Est. Return

TownSquare Capital Provo, Utah $444M AUM 24.03% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Sea Otter Advisors's LGVN Position: Q3 2023 in Review

Sea Otter Advisors sold out of Longeveron (LGVN) in Q3 2023, closing a stake of 1,342 shares — an estimated $45.3K sold.

Sea Otter Advisors first reported a position in LGVN in Q2 2023 and held it in 1 quarter. The position peaked at $45.3K in Q2 2023. 19 funds tracked by Wall St. Rank hold LGVN as of Q3 2023.

Sea Otter Advisors reported no remaining Longeveron position as of Q3 2023 after selling out during the quarter.
Sea Otter Advisors sold 1,342 Longeveron shares in Q3 2023, an estimated $45.3K.
Sea Otter Advisors first reported a position in Longeveron in Q2 2023 and held it in 1 quarter.
Sea Otter Advisors's Longeveron position peaked at $45.3K in Q2 2023.
19 funds tracked by Wall St. Rank held Longeveron as of Q3 2023.

Based on Sea Otter Advisors's 13F filing for Q3 2023, filed 14 Nov 2023.