Caerus Investment Advisors’s Luminar Technologies LAZR Stock Holding History

Caerus Investment Advisors’s Portfolio LAZR Stock Details LAZR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-12,119	Closed	-$65.2K	–	31
2024 Q4	$65.2K	Sell	12,119 -7	-0.1%	-$74	0.06%	31
2024 Q3	$164K	Sell	12,126 -3	-0%	-$54	0.16%	30
2024 Q2	$271K	Hold	12,129	–	–	0.27%	24
2024 Q1	$358K	Sell	12,129 -30	-0.2%	-$1.09K	0.35%	25
2023 Q4	$615K	Buy	+12,159	New	+$604K	0.59%	20
2023 Q2	–	Sell	-12,857	Closed	-$1.25M	–	42
2023 Q1	$1.25M	Buy	+12,857	New	+$1.35M	1.44%	16
2022 Q4	–	Sell	-13,724	Closed	-$1.5M	–	55
2022 Q3	$1.5M	Buy	13,724 +3,983	+41%	+$475K	1.89%	12
2022 Q2	$866K	Sell	9,741 -761	-7%	-$122K	1.05%	16
2022 Q1	$1.48M	Buy	10,502 +5,229	+99%	+$1.15M	1.79%	14
2021 Q4	$1.34M	Buy	+5,273	New	+$1.32M	1.45%	17

Other funds holding LAZR

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

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

PPA

Pilgrim Partners Asia Singapore $234M AUM 16.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Caerus Investment Advisors's LAZR Position: Q1 2025 in Review

Caerus Investment Advisors sold out of Luminar Technologies (LAZR) in Q1 2025, closing a stake of 12,119 shares — an estimated $65.2K sold.

Caerus Investment Advisors first reported a position in LAZR in Q4 2021 and held it in 10 quarters. The position peaked at $1.5M in Q3 2022. 148 funds tracked by Wall St. Rank hold LAZR as of Q1 2025.

Caerus Investment Advisors reported no remaining Luminar Technologies position as of Q1 2025 after selling out during the quarter.
Caerus Investment Advisors sold 12,119 Luminar Technologies shares in Q1 2025, an estimated $65.2K.
Caerus Investment Advisors first reported a position in Luminar Technologies in Q4 2021 and held it in 10 quarters.
Caerus Investment Advisors's Luminar Technologies position peaked at $1.5M in Q3 2022.
148 funds tracked by Wall St. Rank held Luminar Technologies as of Q1 2025.

Based on Caerus Investment Advisors's 13F filing for Q1 2025, filed 29 Apr 2025.