Stifel Financial’s LeonaBio Inc LONA Stock Holding History

Stifel Financial’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 Q3	–	Sell	-2,480	Closed	-$73.2K	–	3284
2023 Q2	$73.2K	Sell	2,480 -879	-26%	-$25K	﹤0.01%	3208
2023 Q1	$84K	Sell	3,359 -44	-1%	-$1.42K	﹤0.01%	3198
2022 Q4	$108K	Buy	3,403 +2,383	+234%	+$75.1K	﹤0.01%	3123
2022 Q3	$30K	Buy	+1,020	New	+$35.2K	﹤0.01%	3211
2021 Q1	–	Sell	-2,538	Closed	-$869K	–	3207
2020 Q4	$869K	Buy	+2,538	New	+$599K	﹤0.01%	1954

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

BCM

BML Capital Management Zionsville, Indiana $176M AUM 123.21% 1-Year Est. Return

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 Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Stifel Financial's LONA Position: Q3 2023 in Review

Stifel Financial sold out of LeonaBio Inc (LONA) in Q3 2023, closing a stake of 2,480 shares — an estimated $73.2K sold.

Stifel Financial first reported a position in LONA in Q4 2020 and held it in 5 quarters. The position peaked at $869K in Q4 2020. 70 funds tracked by Wall St. Rank hold LONA as of Q3 2023.

Stifel Financial reported no remaining LeonaBio Inc position as of Q3 2023 after selling out during the quarter.
Stifel Financial sold 2,480 LeonaBio Inc shares in Q3 2023, an estimated $73.2K.
Stifel Financial first reported a position in LeonaBio Inc in Q4 2020 and held it in 5 quarters.
Stifel Financial's LeonaBio Inc position peaked at $869K in Q4 2020.
70 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.