Wellington Management Group
LONA

Wellington Management Group’s LeonaBio Inc LONA Stock Holding History

Wellington Management 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
2022
Q3 		– Sell
-11,590
Closed -$353K – 2026
2022
Q2 		$353K Hold
11,590
– – ﹤0.01% 1917
2022
Q1 		$1.56M Buy
11,590
+566
+5% +$59.7K ﹤0.01% 1647
2021
Q4 		$1.44M Buy
+11,024
New +$1.39M ﹤0.01% 1741
2020
Q4 		– Sell
-2,521
Closed -$465K – 1914
2020
Q3 		$465K Buy
+2,521
New +$421K ﹤0.01% 1727

Other funds holding LONA

PA
Perceptive Advisors New York $6.66B AUM 360.84% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RCM
RA Capital Management Boston, Massachusetts $11.5B AUM 168.77% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 20.8% 1-Year Est. Return
BBA
Baker Bros. Advisors New York $20B AUM 154.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BA
Bristlecone Advisors Bellevue, Washington $1.2B AUM 19.79% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wellington Management Group's LONA Position: Q3 2022 in Review

Wellington Management Group sold out of LeonaBio Inc (LONA) in Q3 2022, closing a stake of 11,590 shares — an estimated $353K sold.

Wellington Management Group first reported a position in LONA in Q3 2020 and held it in 4 quarters. The position peaked at $1.56M in Q1 2022. 98 funds tracked by Wall St. Rank hold LONA as of Q3 2022.

  • Wellington Management Group reported no remaining LeonaBio Inc position as of Q3 2022 after selling out during the quarter.
  • Wellington Management Group sold 11,590 LeonaBio Inc shares in Q3 2022, an estimated $353K.
  • Wellington Management Group first reported a position in LeonaBio Inc in Q3 2020 and held it in 4 quarters.
  • Wellington Management Group's LeonaBio Inc position peaked at $1.56M in Q1 2022.
  • 98 funds tracked by Wall St. Rank held LeonaBio Inc as of Q3 2022.

Based on Wellington Management Group's 13F filing for Q3 2022, filed 14 Nov 2022.