EWA
LAZR

EP Wealth Advisors’s Luminar Technologies LAZR Stock Holding History

EP Wealth 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
2024
Q4 		– Sell
-6,714
Closed -$90.6K – 1288
2024
Q3 		$90.6K Hold
6,714
– – ﹤0.01% 1149
2024
Q2 		$150K Hold
6,714
– – ﹤0.01% 790
2024
Q1 		$198K Hold
6,714
– – ﹤0.01% 737
2023
Q4 		$339K Sell
6,714
-110
-2% -$5.47K ﹤0.01% 582
2023
Q3 		$466K Buy
6,824
+5,862
+609% +$538K 0.01% 473
2023
Q2 		$711K Sell
962
-19,038
-95% -$1.8M 0.01% 391
2023
Q1 		$0 Buy
20,000
+13,313
+199% +$1.4M ﹤0.01% 674
2022
Q4 		$497K Hold
6,687
– – 0.01% 378
2022
Q3 		$731K Buy
+6,687
New +$798K 0.02% 257

Other funds holding LAZR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
PPA
Pilgrim Partners Asia Singapore $246M AUM
National Bank of Canada
National Bank of Canada Montreal, Quebec, Canada $112B AUM 31.26% 1-Year Est. Return

EP Wealth Advisors's LAZR Position: Q4 2024 in Review

EP Wealth Advisors sold out of Luminar Technologies (LAZR) in Q4 2024, closing a stake of 6,714 shares — an estimated $90.6K sold.

EP Wealth Advisors first reported a position in LAZR in Q3 2022 and held it in 9 quarters. The position peaked at $731K in Q3 2022. 141 funds tracked by Wall St. Rank hold LAZR as of Q4 2024.

  • EP Wealth Advisors reported no remaining Luminar Technologies position as of Q4 2024 after selling out during the quarter.
  • EP Wealth Advisors sold 6,714 Luminar Technologies shares in Q4 2024, an estimated $90.6K.
  • EP Wealth Advisors first reported a position in Luminar Technologies in Q3 2022 and held it in 9 quarters.
  • EP Wealth Advisors's Luminar Technologies position peaked at $731K in Q3 2022.
  • 141 funds tracked by Wall St. Rank held Luminar Technologies as of Q4 2024.

Based on EP Wealth Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.