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Bleakley Financial Group’s Lotus Technology LOT Stock Holding History

Bleakley Financial Group’s Portfolio LOT Stock Details LOT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-13,376
Closed -$48.3K – 1043
2024
Q4 		$48.3K Buy
+13,376
New +$56.6K ﹤0.01% 1023

Other funds holding LOT

HH
HSG Holding Na, Hong Kong $1.62B AUM 5.91% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
Pathstone Holdings
Pathstone Holdings Englewood, New Jersey $25.1B AUM 22.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bleakley Financial Group's LOT Position: Q1 2025 in Review

Bleakley Financial Group sold out of Lotus Technology (LOT) in Q1 2025, closing a stake of 13,376 shares — an estimated $48.3K sold.

Bleakley Financial Group first reported a position in LOT in Q4 2024 and held it in 1 quarter. The position peaked at $48.3K in Q4 2024. 12 funds tracked by Wall St. Rank hold LOT as of Q1 2025.

  • Bleakley Financial Group reported no remaining Lotus Technology position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 13,376 Lotus Technology shares in Q1 2025, an estimated $48.3K.
  • Bleakley Financial Group first reported a position in Lotus Technology in Q4 2024 and held it in 1 quarter.
  • Bleakley Financial Group's Lotus Technology position peaked at $48.3K in Q4 2024.
  • 12 funds tracked by Wall St. Rank held Lotus Technology as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.