Ellevest Inc’s Pulmonx LUNG Stock Holding History

Ellevest Inc’s Portfolio LUNG Stock Details LUNG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-17	Closed	-$190	–	1076
2023 Q1	$190	Buy	17 +15	+750%	+$148	﹤0.01%	1773
2022 Q4	$17	Buy	2 +1	+100%	+$10	﹤0.01%	1815
2022 Q3	$0	Buy	+1	New	+$18	﹤0.01%	1748

Other funds holding LUNG

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return

Braidwell Stamford, Connecticut $3B AUM 46.72% 1-Year Est. Return

KXA

KPCB XIII Associates Menlo Park, California $186M AUM 11.23% 1-Year Est. Return

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

Ellevest Inc's LUNG Position: Q2 2023 in Review

Ellevest Inc sold out of Pulmonx (LUNG) in Q2 2023, closing a stake of 17 shares — an estimated $190 sold.

Ellevest Inc first reported a position in LUNG in Q3 2022 and held it in 3 quarters. The position peaked at $190 in Q1 2023. 115 funds tracked by Wall St. Rank hold LUNG as of Q2 2023.

Ellevest Inc reported no remaining Pulmonx position as of Q2 2023 after selling out during the quarter.
Ellevest Inc sold 17 Pulmonx shares in Q2 2023, an estimated $190.
Ellevest Inc first reported a position in Pulmonx in Q3 2022 and held it in 3 quarters.
Ellevest Inc's Pulmonx position peaked at $190 in Q1 2023.
115 funds tracked by Wall St. Rank held Pulmonx as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.