EP Wealth Advisors’s Lucid Motors LCID Stock Holding History

EP Wealth Advisors’s Portfolio LCID Stock Details LCID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-2,881	Closed	-$102K	–	1289
2024 Q3	$102K	Sell	2,881 -962	-25%	-$33.5K	﹤0.01%	1142
2024 Q2	$100K	Buy	3,843 +570	+17%	+$15.2K	﹤0.01%	831
2024 Q1	$93.3K	Buy	3,273 +1,059	+48%	+$33.8K	﹤0.01%	812
2023 Q4	$93.2K	Buy	2,214 +76	+4%	+$3.41K	﹤0.01%	795
2023 Q3	$120K	Sell	2,138 -2,988	-58%	-$193K	﹤0.01%	724
2023 Q2	$92.4K	Sell	5,126 -4,905	-49%	-$350K	﹤0.01%	670
2023 Q1	$651K	Buy	10,031 +8,768	+694%	+$779K	0.01%	363
2022 Q4	$86.3K	Sell	1,263 -24	-2%	-$2.64K	﹤0.01%	605
2022 Q3	$180K	Sell	1,287 -26	-2%	-$4.5K	﹤0.01%	311
2022 Q2	$225K	Buy	1,313 +106	+9%	+$20.1K	0.01%	545
2022 Q1	$307K	Buy	+1,207	New	+$359K	0.01%	488

Other funds holding LCID

Public Investment Fund Al Aqiq District, Riyadh, Saudi Arabia $12B AUM 0.61% 1-Year Est. Return

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

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

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

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

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

Geode Capital Management

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

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

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return